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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 | $36,158 | $289,211-87.5% | $260,467-86.1% | $198,609-81.8% |
| Participation rate | 82.4% | 83.1%-0.8pp | 80.5%+1.9pp | 82.4%0pp |
| Annual return | 16.65% | 112.90%-96.2pp | 100.60%-83.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $1,514 | $4,663-67.5% | $4,239-64.3% | $5,055-70.1% |
| Participant deferral / active EE | $5,500 | $6,812-19.3% | $6,319-13.0% | $6,977-21.2% |
| Admin fee / account holder | $83 | $16,236-99.5% | $15,461-99.5% | $19,030-99.6% |