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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 | $13,654 | $124,346-89.0% | $111,308-87.7% | $167,536-91.9% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 22.46% | 37.45%-15.0pp | 54.67%-32.2pp | 478.82%-456.4pp |
| Employer contribution / active EE | $1,141 | $3,437-66.8% | $2,732-58.2% | $4,839-76.4% |
| Participant deferral / active EE | $6,274 | $5,182+21.1% | $4,487+39.8% | $6,342-1.1% |
| Admin fee / account holder | $40 | $10,621-99.6% | $7,965-99.5% | $12,315-99.7% |