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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 | $18,177 | $162,812-88.8% | $133,971-86.4% | $158,966-88.6% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 23.25% | 41.94%-18.7pp | 45.09%-21.8pp | 302.95%-279.7pp |
| Employer contribution / active EE | $2,804 | $4,976-43.6% | $3,919-28.4% | $4,762-41.1% |
| Participant deferral / active EE | $3,821 | $5,910-35.3% | $5,047-24.3% | $5,983-36.1% |
| Admin fee / account holder | $136 | $11,741-98.8% | $8,929-98.5% | $11,250-98.8% |