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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 | $26,141 | $152,619-82.9% | $125,195-79.1% | $152,909-82.9% |
| Participation rate | 85.0% | 83.3%+1.7pp | 79.8%+5.2pp | 82.5%+2.5pp |
| Annual return | 22.67% | 54.85%-32.2pp | 43.79%-21.1pp | 345.46%-322.8pp |
| Employer contribution / active EE | $3,204 | $4,947-35.2% | $3,866-17.1% | $4,764-32.7% |
| Participant deferral / active EE | $5,505 | $5,869-6.2% | $4,937+11.5% | $5,851-5.9% |
| Admin fee / account holder | $141 | $13,437-99.0% | $9,704-98.5% | $11,601-98.8% |