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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 | $14,523 | $132,634-89.1% | $115,768-87.5% | $137,256-89.4% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 19.99% | 160.70%-140.7pp | 100.46%-80.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,069 | $3,360-38.4% | $2,940-29.6% | $4,156-50.2% |
| Participant deferral / active EE | $3,645 | $5,619-35.1% | $4,917-25.9% | $6,407-43.1% |
| Admin fee / account holder | $151 | $15,028-99.0% | $12,439-98.8% | $12,270-98.8% |