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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 | $19,003 | $162,785-88.3% | $133,959-85.8% | $158,950-88.0% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 19.64% | 41.94%-22.3pp | 45.09%-25.5pp | 302.91%-283.3pp |
| Employer contribution / active EE | $1,622 | $4,975-67.4% | $3,919-58.6% | $4,762-65.9% |
| Participant deferral / active EE | $4,338 | $5,910-26.6% | $5,047-14.1% | $5,983-27.5% |
| Admin fee / account holder | $164 | $11,738-98.6% | $8,928-98.2% | $11,248-98.5% |