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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 | $25,844 | $162,812-84.1% | $133,971-80.7% | $158,966-83.7% |
| Participation rate | 85.0% | 83.2%+1.8pp | 79.8%+5.2pp | 82.0%+3.0pp |
| Annual return | 17.19% | 41.94%-24.8pp | 45.09%-27.9pp | 302.95%-285.8pp |
| Employer contribution / active EE | $2,291 | $4,976-54.0% | $3,919-41.5% | $4,762-51.9% |
| Participant deferral / active EE | $2,549 | $5,910-56.9% | $5,047-49.5% | $5,983-57.4% |
| Admin fee / account holder | $85 | $11,741-99.3% | $8,929-99.0% | $11,250-99.2% |