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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 | $14,327 | $124,346-88.5% | $111,308-87.1% | $167,536-91.4% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 17.00% | 37.45%-20.5pp | 54.67%-37.7pp | 478.82%-461.8pp |
| Employer contribution / active EE | $2,142 | $3,437-37.7% | $2,732-21.6% | $4,839-55.7% |
| Participant deferral / active EE | $6,414 | $5,182+23.8% | $4,487+42.9% | $6,342+1.1% |
| Admin fee / account holder | $255 | $10,621-97.6% | $7,965-96.8% | $12,315-97.9% |