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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 | $12,490 | $183,592-93.2% | $155,574-92.0% | $145,877-91.4% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 16.43% | 61.37%-44.9pp | 64.87%-48.4pp | 551.28%-534.9pp |
| Employer contribution / active EE | $1,669 | $5,317-68.6% | $4,676-64.3% | $4,663-64.2% |
| Participant deferral / active EE | $2,981 | $6,466-53.9% | $5,629-47.0% | $6,691-55.4% |
| Admin fee / account holder | $143 | $19,316-99.3% | $15,914-99.1% | $13,402-98.9% |