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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 | $12,411 | $102,638-87.9% | $81,982-84.9% | $158,982-92.2% |
| Participation rate | 70.6% | 75.5%-4.9pp | 69.3%+1.3pp | 82.0%-11.4pp |
| Annual return | 58.69% | 61.05%-2.4pp | 41.31%+17.4pp | 302.99%-244.3pp |
| Employer contribution / active EE | $1,539 | $3,241-52.5% | $2,498-38.4% | $4,763-67.7% |
| Participant deferral / active EE | $2,534 | $4,649-45.5% | $3,722-31.9% | $5,983-57.6% |
| Admin fee / account holder | $64 | $8,237-99.2% | $5,665-98.9% | $11,252-99.4% |