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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 | $19,778 | $162,821-87.9% | $133,978-85.2% | $158,982-87.6% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 56.50% | 41.95%+14.5pp | 45.10%+11.4pp | 302.99%-246.5pp |
| Employer contribution / active EE | $6,859 | $4,976+37.8% | $3,919+75.0% | $4,763+44.0% |
| Participant deferral / active EE | $4,587 | $5,910-22.4% | $5,047-9.1% | $5,983-23.3% |
| Admin fee / account holder | $127 | $11,742-98.9% | $8,930-98.6% | $11,252-98.9% |