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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 | $17,060 | $171,492-90.1% | $150,734-88.7% | $198,609-91.4% |
| Participation rate | 81.8% | 81.4%+0.4pp | 78.4%+3.4pp | 82.4%-0.6pp |
| Annual return | 20.54% | 804.70%-784.2pp | 600.81%-580.3pp | 202.70%-182.2pp |
| Employer contribution / active EE | $2,364 | $5,470-56.8% | $4,918-51.9% | $5,055-53.2% |
| Participant deferral / active EE | $4,962 | $6,259-20.7% | $5,610-11.5% | $6,977-28.9% |
| Admin fee / account holder | $219 | $17,628-98.8% | $14,905-98.5% | $19,030-98.8% |