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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 | $11,436 | $81,208-85.9% | $98,920-88.4% | $79,856-85.7% |
| Participation rate | 79.3% | 72.5%+6.8pp | 76.0%+3.3pp | 69.6%+9.7pp |
| Annual return | 32.19% | 60.99%-28.8pp | 196.47%-164.3pp | 31.71%+0.5pp |
| Employer contribution / active EE | $2,559 | $1,960+30.6% | $2,689-4.8% | $2,471+3.6% |
| Participant deferral / active EE | $3,238 | $3,265-0.8% | $4,245-23.7% | $3,741-13.4% |
| Admin fee / account holder | $22 | $6,013-99.6% | $6,643-99.7% | $5,306-99.6% |