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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 | $16,328 | $183,516-91.1% | $155,534-89.5% | $145,884-88.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 22.60% | 61.43%-38.8pp | 64.92%-42.3pp | 551.85%-529.2pp |
| Employer contribution / active EE | $1,731 | $5,315-67.4% | $4,675-63.0% | $4,662-62.9% |
| Participant deferral / active EE | $8,131 | $6,467+25.7% | $5,630+44.4% | $6,690+21.5% |
| Admin fee / account holder | $196 | $19,293-99.0% | $15,900-98.8% | $13,392-98.5% |