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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 | $19,281 | $93,345-79.3% | $119,126-83.8% | $87,485-78.0% |
| Participation rate | 93.8% | 68.7%+25.0pp | 75.8%+18.0pp | 68.9%+24.8pp |
| Annual return | 40.16% | 19.08%+21.1pp | 282.11%-241.9pp | 26.06%+14.1pp |
| Employer contribution / active EE | $2,205 | $3,172-30.5% | $4,034-45.3% | $2,596-15.1% |
| Participant deferral / active EE | $4,657 | $4,099+13.6% | $5,318-12.4% | $4,274+9.0% |
| Admin fee / account holder | $223 | $8,039-97.2% | $10,693-97.9% | $7,775-97.1% |