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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 | $14,437 | $183,592-92.1% | $155,574-90.7% | $145,877-90.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 21.28% | 61.37%-40.1pp | 64.87%-43.6pp | 551.28%-530.0pp |
| Employer contribution / active EE | $2,673 | $5,317-49.7% | $4,676-42.8% | $4,663-42.7% |
| Participant deferral / active EE | $5,570 | $6,466-13.9% | $5,629-1.1% | $6,691-16.8% |
| Admin fee / account holder | $145 | $19,316-99.2% | $15,914-99.1% | $13,402-98.9% |