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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 | $12,623 | $63,346-80.1% | $92,240-86.3% | $70,126-82.0% |
| Participation rate | 88.0% | 68.7%+19.3pp | 76.5%+11.5pp | 69.5%+18.5pp |
| Annual return | 16.62% | 530.19%-513.6pp | 176.29%-159.7pp | 73.15%-56.5pp |
| Employer contribution / active EE | $2,032 | $2,471-17.8% | $3,680-44.8% | $2,343-13.3% |
| Participant deferral / active EE | $3,051 | $2,854+6.9% | $3,897-21.7% | $3,332-8.4% |
| Admin fee / account holder | $294 | $3,841-92.3% | $5,194-94.3% | $4,645-93.7% |