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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 | $19,171 | $150,412-87.3% | $120,574-84.1% | $145,884-86.9% |
| Participation rate | 85.7% | 78.8%+6.9pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 15.11% | 154.50%-139.4pp | 107.42%-92.3pp | 551.85%-536.7pp |
| Employer contribution / active EE | $2,968 | $4,355-31.8% | $3,471-14.5% | $4,662-36.3% |
| Participant deferral / active EE | $3,651 | $6,175-40.9% | $4,996-26.9% | $6,690-45.4% |
| Admin fee / account holder | $291 | $12,224-97.6% | $9,445-96.9% | $13,392-97.8% |