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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,868 | $118,854-87.5% | $96,565-84.6% | $167,497-91.1% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 14.12% | 50.49%-36.4pp | 37.78%-23.7pp | 478.62%-464.5pp |
| Employer contribution / active EE | $1,230 | $3,119-60.6% | $2,356-47.8% | $4,838-74.6% |
| Participant deferral / active EE | $2,080 | $4,615-54.9% | $3,848-46.0% | $6,341-67.2% |
| Admin fee / account holder | $15 | $8,065-99.8% | $6,181-99.8% | $12,310-99.9% |