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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 | $11,856 | $176,402-93.3% | $134,162-91.2% | $158,966-92.5% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | 25.52% | 63.66%-38.1pp | 36.35%-10.8pp | 302.95%-277.4pp |
| Employer contribution / active EE | $2,171 | $5,042-56.9% | $3,705-41.4% | $4,762-54.4% |
| Participant deferral / active EE | $3,033 | $4,093-25.9% | $3,500-13.3% | $5,983-49.3% |
| Admin fee / account holder | $299 | $8,719-96.6% | $6,685-95.5% | $11,250-97.3% |