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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 | $16,151 | $78,520-79.4% | $96,576-83.3% | $82,448-80.4% |
| Participation rate | 98.2% | 77.7%+20.5pp | 81.4%+16.7pp | 68.1%+30.1pp |
| Annual return | 91.57% | 41.30%+50.3pp | 38.47%+53.1pp | 41.64%+49.9pp |
| Employer contribution / active EE | $1,865 | $2,630-29.1% | $3,553-47.5% | $2,551-26.9% |
| Participant deferral / active EE | $4,231 | $6,754-37.4% | $7,956-46.8% | $4,139+2.2% |
| Admin fee / account holder | $203 | $13,455-98.5% | $11,381-98.2% | $7,234-97.2% |