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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 | $17,010 | $142,430-88.1% | $115,170-85.2% | $152,885-88.9% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.5%+5.0pp |
| Annual return | 29.83% | 41.48%-11.6pp | 35.60%-5.8pp | 345.39%-315.6pp |
| Employer contribution / active EE | $2,554 | $4,011-36.3% | $3,179-19.7% | $4,763-46.4% |
| Participant deferral / active EE | $4,272 | $5,165-17.3% | $4,169+2.5% | $5,851-27.0% |
| Admin fee / account holder | $142 | $8,464-98.3% | $7,089-98.0% | $11,598-98.8% |