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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 | $14,817 | $98,240-84.9% | $82,313-82.0% | $147,585-90.0% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 20.62% | 30.85%-10.2pp | 25.88%-5.3pp | 578.57%-558.0pp |
| Employer contribution / active EE | $1,195 | $3,192-62.6% | $2,428-50.8% | $4,876-75.5% |
| Participant deferral / active EE | $3,795 | $4,383-13.4% | $3,706+2.4% | $5,439-30.2% |
| Admin fee / account holder | $195 | $8,563-97.7% | $5,608-96.5% | $10,885-98.2% |