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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 | $13,738 | $185,312-92.6% | $161,489-91.5% | $154,746-91.1% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 18.97% | 103.84%-84.9pp | 89.72%-70.8pp | 172.34%-153.4pp |
| Employer contribution / active EE | $2,295 | $4,769-51.9% | $4,268-46.2% | $4,379-47.6% |
| Participant deferral / active EE | $2,957 | $6,350-53.4% | $5,630-47.5% | $6,730-56.1% |
| Admin fee / account holder | $251 | $18,654-98.7% | $16,006-98.4% | $14,365-98.3% |