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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 | $15,764 | $105,856-85.1% | $90,161-82.5% | $147,586-89.3% |
| Participation rate | 93.3% | 79.7%+13.6pp | 76.9%+16.5pp | 82.8%+10.5pp |
| Annual return | 14.53% | 37.63%-23.1pp | 34.89%-20.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $1,622 | $4,126-60.7% | $3,318-51.1% | $4,876-66.7% |
| Participant deferral / active EE | $1,833 | $5,733-68.0% | $5,287-65.3% | $5,439-66.3% |
| Admin fee / account holder | $270 | $8,046-96.6% | $5,943-95.5% | $10,886-97.5% |