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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 | $14,637 | $89,367-83.6% | $141,191-89.6% | $72,975-79.9% |
| Participation rate | 70.3% | 75.1%-4.9pp | 82.5%-12.2pp | 69.5%+0.8pp |
| Annual return | 118.10% | 111.87%+6.2pp | 71.41%+46.7pp | 81.01%+37.1pp |
| Employer contribution / active EE | $1,999 | $3,115-35.8% | $4,736-57.8% | $2,440-18.1% |
| Participant deferral / active EE | $3,111 | $5,419-42.6% | $6,710-53.6% | $3,608-13.8% |
| Admin fee / account holder | $86 | $5,957-98.6% | $10,264-99.2% | $5,124-98.3% |