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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 | $13,886 | $132,634-89.5% | $115,768-88.0% | $137,256-89.9% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | 20.92% | 160.70%-139.8pp | 100.46%-79.5pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,165 | $3,360-65.3% | $2,940-60.4% | $4,156-72.0% |
| Participant deferral / active EE | $1,827 | $5,619-67.5% | $4,917-62.8% | $6,407-71.5% |
| Admin fee / account holder | $89 | $15,028-99.4% | $12,439-99.3% | $12,270-99.3% |