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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 | $26,573 | $197,625-86.6% | $177,840-85.1% | $158,966-83.3% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 20.72% | 58.76%-38.0pp | 48.32%-27.6pp | 302.95%-282.2pp |
| Employer contribution / active EE | $1,518 | $6,698-77.3% | $5,919-74.4% | $4,762-68.1% |
| Participant deferral / active EE | $4,188 | $8,405-50.2% | $7,714-45.7% | $5,983-30.0% |
| Admin fee / account holder | $53 | $15,405-99.7% | $12,431-99.6% | $11,250-99.5% |