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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 | $14,522 | $148,582-90.2% | $135,942-89.3% | $139,456-89.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 37.09% | 79.26%-42.2pp | 68.28%-31.2pp | 373.45%-336.4pp |
| Employer contribution / active EE | $2,135 | $5,245-59.3% | $4,858-56.0% | $4,753-55.1% |
| Participant deferral / active EE | $4,343 | $8,101-46.4% | $7,759-44.0% | $6,711-35.3% |
| Admin fee / account holder | $51 | $12,402-99.6% | $10,764-99.5% | $11,407-99.6% |