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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 | $20,346 | $168,635-87.9% | $147,617-86.2% | $125,389-83.8% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | 0.38% | 77.65%-77.3pp | 61.98%-61.6pp | 282.24%-281.9pp |
| Employer contribution / active EE | $4,347 | $6,252-30.5% | $5,564-21.9% | $4,866-10.7% |
| Participant deferral / active EE | $6,580 | $5,507+19.5% | $4,895+34.4% | $5,352+23.0% |
| Admin fee / account holder | $149 | $13,580-98.9% | $11,612-98.7% | $9,541-98.4% |