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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 | $19,448 | $176,794-89.0% | $146,647-86.7% | $167,553-88.4% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 9.75% | 24.04%-14.3pp | 22.75%-13.0pp | 478.89%-469.1pp |
| Employer contribution / active EE | $2,987 | $5,161-42.1% | $4,137-27.8% | $4,840-38.3% |
| Participant deferral / active EE | $2,522 | $6,440-60.8% | $5,506-54.2% | $6,343-60.2% |
| Admin fee / account holder | $24 | $13,262-99.8% | $10,281-99.8% | $12,316-99.8% |