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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 | $13,558 | $183,516-92.6% | $155,534-91.3% | $145,884-90.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 19.34% | 61.43%-42.1pp | 64.92%-45.6pp | 551.85%-532.5pp |
| Employer contribution / active EE | $2,223 | $5,315-58.2% | $4,675-52.5% | $4,662-52.3% |
| Participant deferral / active EE | $3,471 | $6,467-46.3% | $5,630-38.4% | $6,690-48.1% |
| Admin fee / account holder | $220 | $19,293-98.9% | $15,900-98.6% | $13,392-98.4% |