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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 | $13,794 | $165,381-91.7% | $149,730-90.8% | $158,966-91.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 26.34% | 348.29%-322.0pp | 276.70%-250.4pp | 302.95%-276.6pp |
| Employer contribution / active EE | $2,231 | $5,104-56.3% | $4,645-52.0% | $4,762-53.2% |
| Participant deferral / active EE | $2,704 | $7,182-62.4% | $6,843-60.5% | $5,983-54.8% |
| Admin fee / account holder | $257 | $10,809-97.6% | $9,310-97.2% | $11,250-97.7% |