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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 | $14,682 | $73,988-80.2% | $96,538-84.8% | $75,177-80.5% |
| Participation rate | 74.1% | 66.4%+7.6pp | 74.3%-0.3pp | 67.2%+6.9pp |
| Annual return | 46.57% | 26.73%+19.8pp | 35.74%+10.8pp | 160.75%-114.2pp |
| Employer contribution / active EE | $2,071 | $2,930-29.3% | $3,740-44.6% | $2,671-22.5% |
| Participant deferral / active EE | $5,202 | $3,660+42.1% | $4,880+6.6% | $4,126+26.1% |
| Admin fee / account holder | $224 | $5,220-95.7% | $6,737-96.7% | $5,651-96.0% |