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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 | $19,798 | $102,422-80.7% | $147,117-86.5% | $80,959-75.5% |
| Participation rate | 82.8% | 75.9%+6.9pp | 82.2%+0.6pp | 67.7%+15.1pp |
| Annual return | 17.92% | 135.16%-117.2pp | 420.54%-402.6pp | 35.67%-17.8pp |
| Employer contribution / active EE | $2,063 | $3,717-44.5% | $4,932-58.2% | $2,757-25.2% |
| Participant deferral / active EE | $4,158 | $6,652-37.5% | $8,065-48.4% | $4,300-3.3% |
| Admin fee / account holder | $33 | $7,953-99.6% | $12,993-99.7% | $6,925-99.5% |