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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 | $11,370 | $95,415-88.1% | $185,851-93.9% | $85,851-86.8% |
| Participation rate | 97.0% | 68.8%+28.2pp | 81.7%+15.3pp | 69.3%+27.6pp |
| Annual return | 13.17% | 23.59%-10.4pp | 122.11%-108.9pp | 318.63%-305.5pp |
| Employer contribution / active EE | $2,240 | $3,314-32.4% | $5,168-56.7% | $2,565-12.7% |
| Participant deferral / active EE | $2,374 | $3,424-30.7% | $5,569-57.4% | $3,952-39.9% |
| Admin fee / account holder | $272 | $7,215-96.2% | $16,245-98.3% | $6,261-95.7% |