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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 | $15,277 | $102,422-85.1% | $147,117-89.6% | $80,959-81.1% |
| Participation rate | 74.1% | 75.9%-1.7pp | 82.2%-8.0pp | 67.7%+6.5pp |
| Annual return | 17.26% | 135.16%-117.9pp | 420.54%-403.3pp | 35.67%-18.4pp |
| Employer contribution / active EE | $1,288 | $3,717-65.3% | $4,932-73.9% | $2,757-53.3% |
| Participant deferral / active EE | $3,201 | $6,652-51.9% | $8,065-60.3% | $4,300-25.6% |
| Admin fee / account holder | $175 | $7,953-97.8% | $12,993-98.7% | $6,925-97.5% |