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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 | $19,429 | $185,856-89.5% | $170,028-88.6% | $139,456-86.1% |
| Participation rate | 78.9% | 87.8%-8.8pp | 87.0%-8.1pp | 80.3%-1.4pp |
| Annual return | 25.44% | 60.52%-35.1pp | 53.39%-28.0pp | 373.45%-348.0pp |
| Employer contribution / active EE | $2,161 | $7,593-71.5% | $6,788-68.2% | $4,753-54.5% |
| Participant deferral / active EE | $3,222 | $11,623-72.3% | $10,409-69.0% | $6,711-52.0% |
| Admin fee / account holder | $56 | $15,387-99.6% | $12,820-99.6% | $11,407-99.5% |