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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 | $13,953 | $89,367-84.4% | $141,191-90.1% | $72,975-80.9% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 25.63% | 111.87%-86.2pp | 71.41%-45.8pp | 81.01%-55.4pp |
| Employer contribution / active EE | $3,805 | $3,115+22.1% | $4,736-19.7% | $2,440+55.9% |
| Participant deferral / active EE | $3,545 | $5,419-34.6% | $6,710-47.2% | $3,608-1.7% |
| Admin fee / account holder | $233 | $5,957-96.1% | $10,264-97.7% | $5,124-95.5% |