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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 | $14,336 | $112,121-87.2% | $95,960-85.1% | $158,966-91.0% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 21.46% | 171.16%-149.7pp | 91.63%-70.2pp | 302.95%-281.5pp |
| Employer contribution / active EE | $1,068 | $3,199-66.6% | $2,541-58.0% | $4,762-77.6% |
| Participant deferral / active EE | $2,375 | $4,784-50.3% | $4,167-43.0% | $5,983-60.3% |
| Admin fee / account holder | $272 | $10,135-97.3% | $6,797-96.0% | $11,250-97.6% |