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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 | $21,439 | $86,298-75.2% | $111,308-80.7% | $85,847-75.0% |
| Participation rate | 92.6% | 73.3%+19.3pp | 77.3%+15.3pp | 69.3%+23.3pp |
| Annual return | 18.62% | 19.99%-1.4pp | 54.67%-36.0pp | 318.61%-300.0pp |
| Employer contribution / active EE | $2,298 | $2,044+12.4% | $2,732-15.9% | $2,565-10.4% |
| Participant deferral / active EE | $6,596 | $3,641+81.2% | $4,487+47.0% | $3,952+66.9% |
| Admin fee / account holder | $224 | $8,189-97.3% | $7,965-97.2% | $6,261-96.4% |