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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 | $12,784 | $95,975-86.7% | $74,552-82.9% | $135,382-90.6% |
| Participation rate | 93.8% | 75.7%+18.1pp | 69.1%+24.6pp | 82.6%+11.1pp |
| Annual return | 65.98% | 56.96%+9.0pp | 32.53%+33.4pp | 519.77%-453.8pp |
| Employer contribution / active EE | $1,536 | $2,716-43.4% | $1,961-21.7% | $4,779-67.9% |
| Participant deferral / active EE | $3,076 | $3,844-20.0% | $3,108-1.0% | $5,609-45.2% |
| Admin fee / account holder | $229 | $6,522-96.5% | $5,060-95.5% | $10,829-97.9% |