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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 | $12,345 | $165,399-92.5% | $149,745-91.8% | $158,982-92.2% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.7pp |
| Annual return | 22.55% | 348.34%-325.8pp | 276.72%-254.2pp | 302.99%-280.4pp |
| Employer contribution / active EE | $1,482 | $5,105-71.0% | $4,646-68.1% | $4,763-68.9% |
| Participant deferral / active EE | $2,423 | $7,183-66.3% | $6,843-64.6% | $5,983-59.5% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |