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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 | $19,852 | $185,905-89.3% | $170,057-88.3% | $139,487-85.8% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 36.65% | 60.56%-23.9pp | 53.42%-16.8pp | 373.84%-337.2pp |
| Employer contribution / active EE | $1,526 | $7,597-79.9% | $6,790-77.5% | $4,755-67.9% |
| Participant deferral / active EE | $7,348 | $11,627-36.8% | $10,411-29.4% | $6,713+9.5% |
| Admin fee / account holder | $18 | $15,397-99.9% | $12,826-99.9% | $11,407-99.8% |