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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 | $10,168 | $107,368-90.5% | $92,915-89.1% | $152,909-93.4% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 18.31% | 145.64%-127.3pp | 109.45%-91.1pp | 345.46%-327.2pp |
| Employer contribution / active EE | $2,922 | $4,222-30.8% | $3,653-20.0% | $4,764-38.7% |
| Participant deferral / active EE | $2,574 | $4,848-46.9% | $4,238-39.3% | $5,851-56.0% |
| Admin fee / account holder | $255 | $7,082-96.4% | $5,796-95.6% | $11,601-97.8% |