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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 | $13,587 | $117,846-88.5% | $102,434-86.7% | $145,884-90.7% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 25.81% | 31.90%-6.1pp | 29.46%-3.6pp | 551.85%-526.0pp |
| Employer contribution / active EE | $2,615 | $3,615-27.7% | $3,023-13.5% | $4,662-43.9% |
| Participant deferral / active EE | $4,799 | $5,733-16.3% | $5,055-5.1% | $6,690-28.3% |
| Admin fee / account holder | $144 | $13,356-98.9% | $9,462-98.5% | $13,392-98.9% |