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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 | $21,142 | $202,345-89.6% | $172,755-87.8% | $152,885-86.2% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 23.22% | 1029.77%-1006.6pp | 802.94%-779.7pp | 345.39%-322.2pp |
| Employer contribution / active EE | $1,561 | $5,858-73.3% | $5,144-69.6% | $4,763-67.2% |
| Participant deferral / active EE | $6,464 | $5,948+8.7% | $5,198+24.4% | $5,851+10.5% |
| Admin fee / account holder | $159 | $17,111-99.1% | $13,955-98.9% | $11,598-98.6% |