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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 | $15,990 | $93,345-82.9% | $119,126-86.6% | $87,485-81.7% |
| Participation rate | 93.5% | 68.7%+24.8pp | 75.8%+17.8pp | 68.9%+24.6pp |
| Annual return | 29.94% | 19.08%+10.9pp | 282.11%-252.2pp | 26.06%+3.9pp |
| Employer contribution / active EE | $1,803 | $3,172-43.1% | $4,034-55.3% | $2,596-30.5% |
| Participant deferral / active EE | $3,507 | $4,099-14.4% | $5,318-34.0% | $4,274-17.9% |
| Admin fee / account holder | $21 | $8,039-99.7% | $10,693-99.8% | $7,775-99.7% |