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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 | $20,575 | $228,395-91.0% | $185,861-88.9% | $158,982-87.1% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.7pp |
| Annual return | 23.27% | 40.82%-17.5pp | 35.96%-12.7pp | 302.99%-279.7pp |
| Employer contribution / active EE | $3,094 | $4,968-37.7% | $4,088-24.3% | $4,763-35.0% |
| Participant deferral / active EE | $6,531 | $6,417+1.8% | $5,634+15.9% | $5,983+9.2% |
| Admin fee / account holder | $72 | $11,869-99.4% | $9,503-99.2% | $11,252-99.4% |