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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 | $11,602 | $171,272-93.2% | $127,803-90.9% | $152,897-92.4% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.0%+4.3pp | 82.5%+0.9pp |
| Annual return | 46.19% | 23.54%+22.7pp | 26.14%+20.0pp | 345.43%-299.2pp |
| Employer contribution / active EE | $2,900 | $5,451-46.8% | $4,576-36.6% | $4,764-39.1% |
| Participant deferral / active EE | $4,552 | $7,043-35.4% | $6,023-24.4% | $5,851-22.2% |
| Admin fee / account holder | $178 | $14,540-98.8% | $9,399-98.1% | $11,599-98.5% |