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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 | $17,184 | $124,336-86.2% | $111,303-84.6% | $167,518-89.7% |
| Participation rate | 84.6% | 79.6%+5.0pp | 77.3%+7.3pp | 82.1%+2.5pp |
| Annual return | 20.54% | 37.45%-16.9pp | 54.66%-34.1pp | 478.71%-458.2pp |
| Employer contribution / active EE | $1,441 | $3,436-58.1% | $2,731-47.2% | $4,838-70.2% |
| Participant deferral / active EE | $2,858 | $5,181-44.8% | $4,487-36.3% | $6,342-54.9% |
| Admin fee / account holder | $112 | $10,623-98.9% | $7,966-98.6% | $12,312-99.1% |