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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 | $19,084 | $228,395-91.6% | $185,861-89.7% | $158,982-88.0% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 21.53% | 40.82%-19.3pp | 35.96%-14.4pp | 302.99%-281.5pp |
| Employer contribution / active EE | $2,631 | $4,968-47.0% | $4,088-35.6% | $4,763-44.8% |
| Participant deferral / active EE | $5,890 | $6,417-8.2% | $5,634+4.5% | $5,983-1.6% |
| Admin fee / account holder | $70 | $11,869-99.4% | $9,503-99.3% | $11,252-99.4% |