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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 | $11,800 | $165,381-92.9% | $149,730-92.1% | $158,966-92.6% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 23.58% | 348.29%-324.7pp | 276.70%-253.1pp | 302.95%-279.4pp |
| Employer contribution / active EE | $2,279 | $5,104-55.4% | $4,645-50.9% | $4,762-52.1% |
| Participant deferral / active EE | $5,321 | $7,182-25.9% | $6,843-22.2% | $5,983-11.1% |
| Admin fee / account holder | $252 | $10,809-97.7% | $9,310-97.3% | $11,250-97.8% |