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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 | $22,093 | $165,361-86.6% | $149,715-85.2% | $158,950-86.1% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 16.40% | 348.24%-331.8pp | 276.66%-260.3pp | 302.91%-286.5pp |
| Employer contribution / active EE | $2,312 | $5,103-54.7% | $4,645-50.2% | $4,762-51.4% |
| Participant deferral / active EE | $4,569 | $7,182-36.4% | $6,842-33.2% | $5,983-23.6% |
| Admin fee / account holder | $116 | $10,808-98.9% | $9,310-98.8% | $11,248-99.0% |