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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 | $18,474 | $157,296-88.3% | $141,191-86.9% | $152,897-87.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 32.28% | 64.34%-32.1pp | 71.41%-39.1pp | 345.43%-313.1pp |
| Employer contribution / active EE | $10,190 | $5,262+93.6% | $4,736+115.2% | $4,764+113.9% |
| Participant deferral / active EE | $5,566 | $7,111-21.7% | $6,710-17.0% | $5,851-4.9% |
| Admin fee / account holder | $288 | $12,125-97.6% | $10,264-97.2% | $11,599-97.5% |