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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 | $15,554 | $102,429-84.8% | $147,096-89.4% | $80,925-80.8% |
| Participation rate | 76.7% | 75.9%+0.8pp | 82.2%-5.5pp | 67.7%+9.0pp |
| Annual return | 15.64% | 135.02%-119.4pp | 419.75%-404.1pp | 35.65%-20.0pp |
| Employer contribution / active EE | $1,935 | $3,716-47.9% | $4,936-60.8% | $2,756-29.8% |
| Participant deferral / active EE | $3,852 | $6,649-42.1% | $8,071-52.3% | $4,299-10.4% |
| Admin fee / account holder | $277 | $7,957-96.5% | $13,005-97.9% | $6,940-96.0% |