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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 | $15,966 | $183,627-91.3% | $155,602-89.7% | $145,978-89.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 27.87% | 61.32%-33.4pp | 64.81%-36.9pp | 550.52%-522.6pp |
| Employer contribution / active EE | $1,596 | $5,316-70.0% | $4,675-65.9% | $4,662-65.8% |
| Participant deferral / active EE | $6,105 | $6,466-5.6% | $5,629+8.5% | $6,690-8.7% |
| Admin fee / account holder | $24 | $19,327-99.9% | $15,923-99.9% | $13,400-99.8% |