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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 | $20,638 | $152,612-86.5% | $125,192-83.5% | $152,897-86.5% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 32.95% | 54.85%-21.9pp | 43.79%-10.8pp | 345.43%-312.5pp |
| Employer contribution / active EE | $2,589 | $4,947-47.7% | $3,866-33.0% | $4,764-45.6% |
| Participant deferral / active EE | $7,293 | $5,868+24.3% | $4,937+47.7% | $5,851+24.6% |
| Admin fee / account holder | $85 | $13,437-99.4% | $9,704-99.1% | $11,599-99.3% |