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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 | $26,088 | $152,619-82.9% | $125,195-79.2% | $152,909-82.9% |
| Participation rate | 92.9% | 83.3%+9.5pp | 79.8%+13.1pp | 82.5%+10.4pp |
| Annual return | 21.27% | 54.85%-33.6pp | 43.79%-22.5pp | 345.46%-324.2pp |
| Employer contribution / active EE | $2,846 | $4,947-42.5% | $3,866-26.4% | $4,764-40.3% |
| Participant deferral / active EE | $7,206 | $5,869+22.8% | $4,937+45.9% | $5,851+23.1% |
| Admin fee / account holder | $243 | $13,437-98.2% | $9,704-97.5% | $11,601-97.9% |