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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 | $12,850 | $118,496-89.2% | $98,461-86.9% | $139,466-90.8% |
| Participation rate | 87.5% | 77.5%+10.0pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 31.59% | 18.96%+12.6pp | 21.17%+10.4pp | 373.66%-342.1pp |
| Employer contribution / active EE | $2,157 | $3,611-40.3% | $3,049-29.2% | $4,754-54.6% |
| Participant deferral / active EE | $3,798 | $5,393-29.6% | $4,738-19.9% | $6,712-43.4% |
| Admin fee / account holder | $19 | $14,056-99.9% | $8,961-99.8% | $11,409-99.8% |