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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 | $12,040 | $89,364-86.5% | $141,177-91.5% | $72,983-83.5% |
| Participation rate | 94.1% | 75.1%+19.0pp | 82.5%+11.6pp | 69.5%+24.6pp |
| Annual return | 28.19% | 111.86%-83.7pp | 71.40%-43.2pp | 81.01%-52.8pp |
| Employer contribution / active EE | $1,688 | $3,115-45.8% | $4,736-64.3% | $2,440-30.8% |
| Participant deferral / active EE | $2,532 | $5,419-53.3% | $6,710-62.3% | $3,608-29.8% |
| Admin fee / account holder | $253 | $5,959-95.8% | $10,263-97.5% | $5,124-95.1% |