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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 | $12,883 | $152,612-91.6% | $125,192-89.7% | $152,897-91.6% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 19.52% | 54.85%-35.3pp | 43.79%-24.3pp | 345.43%-325.9pp |
| Employer contribution / active EE | $2,222 | $4,947-55.1% | $3,866-42.5% | $4,764-53.4% |
| Participant deferral / active EE | $2,744 | $5,868-53.2% | $4,937-44.4% | $5,851-53.1% |
| Admin fee / account holder | $193 | $13,437-98.6% | $9,704-98.0% | $11,599-98.3% |