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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 | $14,348 | $93,346-84.6% | $71,796-80.0% | $273,972-94.8% |
| Participation rate | 77.8% | 76.5%+1.2pp | 69.1%+8.7pp | 83.0%-5.2pp |
| Annual return | 14.91% | 130.39%-115.5pp | 78.04%-63.1pp | 41.46%-26.5pp |
| Employer contribution / active EE | $1,000 | $2,733-63.4% | $1,924-48.0% | $4,869-79.5% |
| Participant deferral / active EE | $2,843 | $3,475-18.2% | $2,794+1.7% | $5,287-46.2% |
| Admin fee / account holder | $111 | $6,571-98.3% | $4,815-97.7% | $10,133-98.9% |