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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 | $16,787 | $165,399-89.9% | $149,745-88.8% | $158,982-89.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 27.23% | 348.34%-321.1pp | 276.72%-249.5pp | 302.99%-275.8pp |
| Employer contribution / active EE | $2,066 | $5,105-59.5% | $4,646-55.5% | $4,763-56.6% |
| Participant deferral / active EE | $3,562 | $7,183-50.4% | $6,843-47.9% | $5,983-40.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |