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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 | $18,101 | $85,766-78.9% | $136,297-86.7% | $70,131-74.2% |
| Participation rate | 81.5% | 74.2%+7.3pp | 81.9%-0.4pp | 69.5%+11.9pp |
| Annual return | 21.69% | 31.45%-9.8pp | 5156.16%-5134.5pp | 73.14%-51.4pp |
| Employer contribution / active EE | $1,247 | $2,966-57.9% | $4,696-73.4% | $2,342-46.8% |
| Participant deferral / active EE | $5,092 | $5,051+0.8% | $6,247-18.5% | $3,332+52.8% |
| Admin fee / account holder | $124 | $5,420-97.7% | $9,244-98.7% | $4,645-97.3% |