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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 | $118,875-87.5% | $96,572-84.6% | $167,553-91.1% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 14.12% | 50.50%-36.4pp | 37.79%-23.7pp | 478.89%-464.8pp |
| Employer contribution / active EE | $1,230 | $3,121-60.6% | $2,357-47.8% | $4,840-74.6% |
| Participant deferral / active EE | $2,080 | $4,617-55.0% | $3,850-46.0% | $6,343-67.2% |
| Admin fee / account holder | $15 | $8,070-99.8% | $6,183-99.8% | $12,316-99.9% |