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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 | $12,614 | $99,345-87.3% | $84,753-85.1% | $273,972-95.4% |
| Participation rate | 92.9% | 80.7%+12.2pp | 76.6%+16.3pp | 83.0%+9.8pp |
| Annual return | 94.96% | 22.93%+72.0pp | 22.78%+72.2pp | 41.46%+53.5pp |
| Employer contribution / active EE | $2,536 | $4,214-39.8% | $3,574-29.0% | $4,869-47.9% |
| Participant deferral / active EE | $4,137 | $4,270-3.1% | $3,712+11.4% | $5,287-21.8% |
| Admin fee / account holder | $122 | $6,645-98.2% | $5,333-97.7% | $10,133-98.8% |