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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 | $13,758 | $176,402-92.2% | $134,155-89.7% | $158,950-91.3% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.1pp | 82.0%+1.4pp |
| Annual return | 24.56% | 63.66%-39.1pp | 36.34%-11.8pp | 302.91%-278.4pp |
| Employer contribution / active EE | $1,480 | $5,042-70.7% | $3,705-60.1% | $4,762-68.9% |
| Participant deferral / active EE | $2,672 | $4,093-34.7% | $3,500-23.6% | $5,983-55.3% |
| Admin fee / account holder | $60 | $8,719-99.3% | $6,685-99.1% | $11,248-99.5% |