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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 | $10,706 | $183,516-94.2% | $155,534-93.1% | $145,884-92.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 17.07% | 61.43%-44.4pp | 64.92%-47.8pp | 551.85%-534.8pp |
| Employer contribution / active EE | $3,003 | $5,315-43.5% | $4,675-35.8% | $4,662-35.6% |
| Participant deferral / active EE | $5,460 | $6,467-15.6% | $5,630-3.0% | $6,690-18.4% |
| Admin fee / account holder | $221 | $19,293-98.9% | $15,900-98.6% | $13,392-98.3% |