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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 | $21,647 | $197,637-89.0% | $177,848-87.8% | $158,982-86.4% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 22.71% | 58.77%-36.1pp | 48.33%-25.6pp | 302.99%-280.3pp |
| Employer contribution / active EE | $2,123 | $6,698-68.3% | $5,919-64.1% | $4,763-55.4% |
| Participant deferral / active EE | $6,357 | $8,405-24.4% | $7,714-17.6% | $5,983+6.2% |
| Admin fee / account holder | $17 | $15,406-99.9% | $12,431-99.9% | $11,252-99.9% |