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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 | $15,283 | $48,570-68.5% | $130,660-88.3% | $72,983-79.1% |
| Participation rate | 82.1% | 58.6%+23.6pp | 71.7%+10.4pp | 69.5%+12.7pp |
| Annual return | 23.76% | 38.63%-14.9pp | 1709.29%-1685.5pp | 81.01%-57.2pp |
| Employer contribution / active EE | $1,685 | $1,334+26.3% | $4,092-58.8% | $2,440-30.9% |
| Participant deferral / active EE | $2,847 | $2,384+19.4% | $3,603-21.0% | $3,608-21.1% |
| Admin fee / account holder | $228 | $3,549-93.6% | $5,463-95.8% | $5,124-95.6% |