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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 | $17,049 | $91,537-81.4% | $130,045-86.9% | $75,173-77.3% |
| Participation rate | 84.0% | 71.5%+12.5pp | 78.5%+5.5pp | 67.2%+16.8pp |
| Annual return | 20.17% | -631.55%+651.7pp | -137.30%+157.5pp | 160.72%-140.6pp |
| Employer contribution / active EE | $1,174 | $2,845-58.7% | $4,321-72.8% | $2,671-56.0% |
| Participant deferral / active EE | $2,170 | $4,343-50.0% | $5,820-62.7% | $4,126-47.4% |
| Admin fee / account holder | $73 | $6,780-98.9% | $10,600-99.3% | $5,651-98.7% |