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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 | $13,152 | $115,810-88.6% | $101,271-87.0% | $158,966-91.7% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 19.09% | 56.15%-37.1pp | 46.48%-27.4pp | 302.95%-283.9pp |
| Employer contribution / active EE | $1,435 | $4,175-65.6% | $3,660-60.8% | $4,762-69.9% |
| Participant deferral / active EE | $7,512 | $4,958+51.5% | $4,371+71.9% | $5,983+25.6% |
| Admin fee / account holder | $152 | $7,248-97.9% | $5,948-97.4% | $11,250-98.6% |