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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 | $13,137 | $157,296-91.6% | $141,191-90.7% | $152,897-91.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 26.75% | 64.34%-37.6pp | 71.41%-44.7pp | 345.43%-318.7pp |
| Employer contribution / active EE | $2,132 | $5,262-59.5% | $4,736-55.0% | $4,764-55.2% |
| Participant deferral / active EE | $2,942 | $7,111-58.6% | $6,710-56.2% | $5,851-49.7% |
| Admin fee / account holder | $13 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |