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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 | $28,030 | $171,492-83.7% | $150,734-81.4% | $198,609-85.9% |
| Participation rate | 85.7% | 81.4%+4.3pp | 78.4%+7.3pp | 82.4%+3.3pp |
| Annual return | 13.62% | 804.70%-791.1pp | 600.81%-587.2pp | 202.70%-189.1pp |
| Employer contribution / active EE | $2,629 | $5,470-51.9% | $4,918-46.5% | $5,055-48.0% |
| Participant deferral / active EE | $3,384 | $6,259-45.9% | $5,610-39.7% | $6,977-51.5% |
| Admin fee / account holder | $177 | $17,628-99.0% | $14,905-98.8% | $19,030-99.1% |