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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 | $15,502 | $183,592-91.6% | $155,574-90.0% | $145,877-89.4% |
| Participation rate | 78.9% | 82.7%-3.8pp | 78.2%+0.7pp | 80.3%-1.4pp |
| Annual return | 14.57% | 61.37%-46.8pp | 64.87%-50.3pp | 551.28%-536.7pp |
| Employer contribution / active EE | $2,360 | $5,317-55.6% | $4,676-49.5% | $4,663-49.4% |
| Participant deferral / active EE | $4,522 | $6,466-30.1% | $5,629-19.7% | $6,691-32.4% |
| Admin fee / account holder | $244 | $19,316-98.7% | $15,914-98.5% | $13,402-98.2% |