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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 | $16,255 | $112,933-85.6% | $90,970-82.1% | $158,982-89.8% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 18.84% | 215.82%-197.0pp | 134.60%-115.8pp | 302.99%-284.2pp |
| Employer contribution / active EE | $882 | $2,893-69.5% | $2,122-58.4% | $4,763-81.5% |
| Participant deferral / active EE | $1,937 | $4,128-53.1% | $3,373-42.6% | $5,983-67.6% |
| Admin fee / account holder | $17 | $8,047-99.8% | $5,961-99.7% | $11,252-99.9% |