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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 | $26,782 | $239,571-88.8% | $183,328-85.4% | $137,256-80.5% |
| Participation rate | 92.3% | 82.4%+9.9pp | 77.3%+15.0pp | 80.0%+12.3pp |
| Annual return | 19.88% | 35.69%-15.8pp | 29.67%-9.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $4,481 | $6,148-27.1% | $5,055-11.3% | $4,156+7.8% |
| Participant deferral / active EE | $2,905 | $7,995-63.7% | $6,795-57.2% | $6,407-54.7% |
| Admin fee / account holder | $2 | $30,059-100.0% | $21,427-100.0% | $12,270-100.0% |