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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 | $14,105 | $106,918-86.8% | $84,021-83.2% | $152,897-90.8% |
| Participation rate | 90.9% | 75.2%+15.7pp | 69.0%+21.9pp | 82.5%+8.5pp |
| Annual return | 22.84% | 105.01%-82.2pp | 71.32%-48.5pp | 345.43%-322.6pp |
| Employer contribution / active EE | $1,486 | $2,735-45.7% | $1,984-25.1% | $4,764-68.8% |
| Participant deferral / active EE | $1,911 | $4,012-52.4% | $3,239-41.0% | $5,851-67.3% |
| Admin fee / account holder | $104 | $8,288-98.7% | $6,102-98.3% | $11,599-99.1% |