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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 | $12,689 | $101,063-87.4% | $81,473-84.4% | $147,586-91.4% |
| Participation rate | 81.0% | 74.5%+6.5pp | 68.0%+13.0pp | 82.8%-1.9pp |
| Annual return | 25.03% | 32.41%-7.4pp | 38.78%-13.8pp | 578.59%-553.6pp |
| Employer contribution / active EE | $2,185 | $3,206-31.8% | $2,568-14.9% | $4,876-55.2% |
| Participant deferral / active EE | $4,273 | $4,242+0.7% | $3,537+20.8% | $5,439-21.4% |
| Admin fee / account holder | $140 | $5,812-97.6% | $4,561-96.9% | $10,886-98.7% |