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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 | $96,731-83.5% | $123,973-87.1% | $86,983-81.6% |
| Participation rate | 93.5% | 70.0%+23.5pp | 76.7%+16.9pp | 69.5%+24.0pp |
| Annual return | 29.94% | 17.33%+12.6pp | 388.13%-358.2pp | 25.83%+4.1pp |
| Employer contribution / active EE | $1,803 | $3,297-45.3% | $4,126-56.3% | $2,584-30.2% |
| Participant deferral / active EE | $3,507 | $4,152-15.5% | $5,247-33.2% | $4,194-16.4% |
| Admin fee / account holder | $21 | $8,722-99.8% | $11,799-99.8% | $7,856-99.7% |