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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 | $12,137 | $228,395-94.7% | $185,861-93.5% | $158,982-92.4% |
| Participation rate | 82.4% | 82.3%0pp | 78.0%+4.3pp | 82.0%+0.4pp |
| Annual return | 27.22% | 40.82%-13.6pp | 35.96%-8.7pp | 302.99%-275.8pp |
| Employer contribution / active EE | $1,376 | $4,968-72.3% | $4,088-66.3% | $4,763-71.1% |
| Participant deferral / active EE | $3,141 | $6,417-51.0% | $5,634-44.2% | $5,983-47.5% |
| Admin fee / account holder | $128 | $11,869-98.9% | $9,503-98.7% | $11,252-98.9% |