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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 | $19,810 | $232,540-91.5% | $185,117-89.3% | $147,586-86.6% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 32.88% | 43.03%-10.2pp | 40.50%-7.6pp | 578.59%-545.7pp |
| Employer contribution / active EE | $2,250 | $5,195-56.7% | $4,182-46.2% | $4,876-53.9% |
| Participant deferral / active EE | $9,800 | $5,834+68.0% | $5,045+94.3% | $5,439+80.2% |
| Admin fee / account holder | $118 | $10,275-98.9% | $8,159-98.6% | $10,886-98.9% |