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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 | $28,721 | $199,109-85.6% | $173,730-83.5% | $154,746-81.4% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.6%+6.1pp | 80.7%+5.0pp |
| Annual return | 42.75% | 20.02%+22.7pp | 19.96%+22.8pp | 172.34%-129.6pp |
| Employer contribution / active EE | $1,663 | $5,311-68.7% | $4,577-63.7% | $4,379-62.0% |
| Participant deferral / active EE | $2,892 | $7,113-59.3% | $6,326-54.3% | $6,730-57.0% |
| Admin fee / account holder | $128 | $20,916-99.4% | $17,523-99.3% | $14,365-99.1% |