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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 | $10,801 | $183,627-94.1% | $155,602-93.1% | $145,978-92.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.91% | 61.32%-44.4pp | 64.81%-47.9pp | 550.52%-533.6pp |
| Employer contribution / active EE | $1,886 | $5,316-64.5% | $4,675-59.7% | $4,662-59.5% |
| Participant deferral / active EE | $1,970 | $6,466-69.5% | $5,629-65.0% | $6,690-70.5% |
| Admin fee / account holder | $142 | $19,327-99.3% | $15,923-99.1% | $13,400-98.9% |