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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 | $15,659 | $183,592-91.5% | $155,574-89.9% | $145,877-89.3% |
| Participation rate | 95.8% | 82.7%+13.1pp | 78.2%+17.6pp | 80.3%+15.5pp |
| Annual return | 24.87% | 61.37%-36.5pp | 64.87%-40.0pp | 551.28%-526.4pp |
| Employer contribution / active EE | $1,357 | $5,317-74.5% | $4,676-71.0% | $4,663-70.9% |
| Participant deferral / active EE | $3,693 | $6,466-42.9% | $5,629-34.4% | $6,691-44.8% |
| Admin fee / account holder | $220 | $19,316-98.9% | $15,914-98.6% | $13,402-98.4% |