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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 | $13,520 | $154,193-91.2% | $130,045-89.6% | $139,466-90.3% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 21.54% | 32.51%-11.0pp | -137.30%+158.8pp | 373.66%-352.1pp |
| Employer contribution / active EE | $2,552 | $5,292-51.8% | $4,321-41.0% | $4,754-46.3% |
| Participant deferral / active EE | $5,102 | $6,709-24.0% | $5,820-12.3% | $6,712-24.0% |
| Admin fee / account holder | $33 | $13,989-99.8% | $10,600-99.7% | $11,409-99.7% |