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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 | $17,719 | $171,867-89.7% | $149,721-88.2% | $147,586-88.0% |
| Participation rate | 88.2% | 88.2%0pp | 87.1%+1.2pp | 82.8%+5.4pp |
| Annual return | 20.41% | 2113.36%-2093.0pp | 1501.67%-1481.3pp | 578.59%-558.2pp |
| Employer contribution / active EE | $1,806 | $6,275-71.2% | $5,444-66.8% | $4,876-63.0% |
| Participant deferral / active EE | $2,898 | $7,270-60.1% | $6,568-55.9% | $5,439-46.7% |
| Admin fee / account holder | $165 | $13,799-98.8% | $11,282-98.5% | $10,886-98.5% |