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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 | $21,754 | $165,381-86.8% | $149,730-85.5% | $158,966-86.3% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 15.76% | 348.29%-332.5pp | 276.70%-260.9pp | 302.95%-287.2pp |
| Employer contribution / active EE | $2,100 | $5,104-58.9% | $4,645-54.8% | $4,762-55.9% |
| Participant deferral / active EE | $3,100 | $7,182-56.8% | $6,843-54.7% | $5,983-48.2% |
| Admin fee / account holder | $75 | $10,809-99.3% | $9,310-99.2% | $11,250-99.3% |