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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 | $21,716 | $157,276-86.2% | $141,177-84.6% | $152,885-85.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 54.46% | 64.33%-9.9pp | 71.40%-16.9pp | 345.39%-290.9pp |
| Employer contribution / active EE | $3,685 | $5,262-30.0% | $4,736-22.2% | $4,763-22.6% |
| Participant deferral / active EE | $10,202 | $7,110+43.5% | $6,710+52.0% | $5,851+74.4% |
| Admin fee / account holder | $115 | $12,123-99.1% | $10,263-98.9% | $11,598-99.0% |