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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 | $21,187 | $157,304-86.5% | $141,197-85.0% | $152,909-86.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 38.24% | 64.34%-26.1pp | 71.41%-33.2pp | 345.46%-307.2pp |
| Employer contribution / active EE | $3,371 | $5,263-35.9% | $4,736-28.8% | $4,764-29.2% |
| Participant deferral / active EE | $4,392 | $7,111-38.2% | $6,710-34.5% | $5,851-24.9% |
| Admin fee / account holder | $73 | $12,126-99.4% | $10,265-99.3% | $11,601-99.4% |