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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 | $15,694 | $165,361-90.5% | $149,715-89.5% | $158,950-90.1% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 31.64% | 348.24%-316.6pp | 276.66%-245.0pp | 302.91%-271.3pp |
| Employer contribution / active EE | $1,627 | $5,103-68.1% | $4,645-65.0% | $4,762-65.8% |
| Participant deferral / active EE | $4,655 | $7,182-35.2% | $6,842-32.0% | $5,983-22.2% |
| Admin fee / account holder | $19 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |