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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 | $23,722 | $185,883-87.2% | $170,043-86.0% | $139,466-83.0% |
| Participation rate | 78.6% | 87.8%-9.2pp | 87.0%-8.4pp | 80.3%-1.8pp |
| Annual return | 75.66% | 60.54%+15.1pp | 53.40%+22.3pp | 373.66%-298.0pp |
| Employer contribution / active EE | $5,942 | $7,596-21.8% | $6,790-12.5% | $4,754+25.0% |
| Participant deferral / active EE | $10,018 | $11,626-13.8% | $10,410-3.8% | $6,712+49.3% |
| Admin fee / account holder | $157 | $15,393-99.0% | $12,824-98.8% | $11,409-98.6% |