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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 | $20,064 | $85,766-76.6% | $136,298-85.3% | $70,126-71.4% |
| Participation rate | 90.5% | 74.2%+16.3pp | 81.9%+8.6pp | 69.5%+20.9pp |
| Annual return | 22.87% | 31.46%-8.6pp | 5156.27%-5133.4pp | 73.15%-50.3pp |
| Employer contribution / active EE | $1,859 | $2,966-37.3% | $4,696-60.4% | $2,343-20.7% |
| Participant deferral / active EE | $2,755 | $5,051-45.5% | $6,247-55.9% | $3,332-17.3% |
| Admin fee / account holder | $123 | $5,421-97.7% | $9,244-98.7% | $4,645-97.4% |