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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 | $11,964 | $63,346-81.1% | $92,240-87.0% | $70,126-82.9% |
| Participation rate | 97.4% | 68.7%+28.7pp | 76.5%+20.9pp | 69.5%+27.8pp |
| Annual return | 18.15% | 530.19%-512.0pp | 176.29%-158.1pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,505 | $2,471-39.1% | $3,680-59.1% | $2,343-35.8% |
| Participant deferral / active EE | $2,874 | $2,854+0.7% | $3,897-26.3% | $3,332-13.8% |
| Admin fee / account holder | $204 | $3,841-94.7% | $5,194-96.1% | $4,645-95.6% |