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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 | $18,245 | $165,399-89.0% | $149,745-87.8% | $158,982-88.5% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 27.58% | 348.34%-320.8pp | 276.72%-249.1pp | 302.99%-275.4pp |
| Employer contribution / active EE | $2,810 | $5,105-44.9% | $4,646-39.5% | $4,763-41.0% |
| Participant deferral / active EE | $3,538 | $7,183-50.7% | $6,843-48.3% | $5,983-40.9% |
| Admin fee / account holder | $2 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |