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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 | $165,399-88.6% | $149,745-87.4% | $158,982-88.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 23.56% | 348.34%-324.8pp | 276.72%-253.2pp | 302.99%-279.4pp |
| Employer contribution / active EE | $6,391 | $5,105+25.2% | $4,646+37.6% | $4,763+34.2% |
| Participant deferral / active EE | $5,171 | $7,183-28.0% | $6,843-24.4% | $5,983-13.6% |
| Admin fee / account holder | $1 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |