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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 | $14,013 | $99,652-85.9% | $78,778-82.2% | $147,586-90.5% |
| Participation rate | 81.8% | 76.2%+5.6pp | 69.2%+12.6pp | 82.8%-1.0pp |
| Annual return | 15.00% | 47.28%-32.3pp | 35.62%-20.6pp | 578.59%-563.6pp |
| Employer contribution / active EE | $1,112 | $2,796-60.2% | $1,986-44.0% | $4,876-77.2% |
| Participant deferral / active EE | $1,197 | $3,664-67.3% | $2,958-59.5% | $5,439-78.0% |
| Admin fee / account holder | $114 | $7,155-98.4% | $5,134-97.8% | $10,886-99.0% |