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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 | $18,909 | $165,361-88.6% | $149,715-87.4% | $158,950-88.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 23.56% | 348.24%-324.7pp | 276.66%-253.1pp | 302.91%-279.3pp |
| Employer contribution / active EE | $6,391 | $5,103+25.2% | $4,645+37.6% | $4,762+34.2% |
| Participant deferral / active EE | $5,171 | $7,182-28.0% | $6,842-24.4% | $5,983-13.6% |
| Admin fee / account holder | $1 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |