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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 | $27,332 | $156,616-82.5% | $133,346-79.5% | $198,609-86.2% |
| Participation rate | 80.0% | 77.7%+2.3pp | 72.8%+7.2pp | 82.4%-2.4pp |
| Annual return | 20.01% | 44.25%-24.2pp | 36.85%-16.8pp | 202.70%-182.7pp |
| Employer contribution / active EE | $1,617 | $3,368-52.0% | $2,853-43.3% | $5,055-68.0% |
| Participant deferral / active EE | $1,848 | $4,920-62.4% | $4,332-57.3% | $6,977-73.5% |
| Admin fee / account holder | $67 | $17,468-99.6% | $14,264-99.5% | $19,030-99.6% |