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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 | $21,656 | $165,399-86.9% | $149,745-85.5% | $158,982-86.4% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 21.64% | 348.34%-326.7pp | 276.72%-255.1pp | 302.99%-281.3pp |
| Employer contribution / active EE | $1,880 | $5,105-63.2% | $4,646-59.5% | $4,763-60.5% |
| Participant deferral / active EE | $5,657 | $7,183-21.2% | $6,843-17.3% | $5,983-5.5% |
| Admin fee / account holder | $240 | $10,811-97.8% | $9,312-97.4% | $11,252-97.9% |