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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 | $13,274 | $148,629-91.1% | $135,982-90.2% | $139,487-90.5% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 28.77% | 79.33%-50.6pp | 68.32%-39.6pp | 373.84%-345.1pp |
| Employer contribution / active EE | $2,294 | $5,247-56.3% | $4,859-52.8% | $4,755-51.8% |
| Participant deferral / active EE | $3,669 | $8,102-54.7% | $7,760-52.7% | $6,713-45.3% |
| Admin fee / account holder | $93 | $12,406-99.3% | $10,767-99.1% | $11,407-99.2% |