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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 | $15,182 | $89,367-83.0% | $141,191-89.2% | $72,975-79.2% |
| Participation rate | 88.5% | 75.1%+13.3pp | 82.5%+6.0pp | 69.5%+19.0pp |
| Annual return | 33.00% | 111.87%-78.9pp | 71.41%-38.4pp | 81.01%-48.0pp |
| Employer contribution / active EE | $1,802 | $3,115-42.2% | $4,736-62.0% | $2,440-26.2% |
| Participant deferral / active EE | $4,318 | $5,419-20.3% | $6,710-35.6% | $3,608+19.7% |
| Admin fee / account holder | $228 | $5,957-96.2% | $10,264-97.8% | $5,124-95.5% |