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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 | $13,719 | $85,171-83.9% | $172,753-92.1% | $72,976-81.2% |
| Participation rate | 97.1% | 70.1%+27.1pp | 82.6%+14.5pp | 69.5%+27.7pp |
| Annual return | 16.54% | 27.32%-10.8pp | 803.00%-786.5pp | 81.02%-64.5pp |
| Employer contribution / active EE | $5,318 | $3,324+60.0% | $5,144+3.4% | $2,440+118.0% |
| Participant deferral / active EE | $2,846 | $3,260-12.7% | $5,198-45.2% | $3,608-21.1% |
| Admin fee / account holder | $93 | $5,880-98.4% | $13,956-99.3% | $5,124-98.2% |