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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 | $14,917 | $78,670-81.0% | $109,173-86.3% | $85,847-82.6% |
| Participation rate | 71.4% | 68.3%+3.2pp | 75.9%-4.5pp | 69.3%+2.1pp |
| Annual return | 16.08% | 25.09%-9.0pp | 25.75%-9.7pp | 318.61%-302.5pp |
| Employer contribution / active EE | $3,926 | $2,734+43.6% | $3,723+5.5% | $2,565+53.1% |
| Participant deferral / active EE | $2,171 | $3,467-37.4% | $4,654-53.4% | $3,952-45.1% |
| Admin fee / account holder | $17 | $5,469-99.7% | $6,755-99.7% | $6,261-99.7% |