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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 | $11,642 | $148,629-92.2% | $135,982-91.4% | $139,487-91.7% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 23.77% | 79.33%-55.6pp | 68.32%-44.5pp | 373.84%-350.1pp |
| Employer contribution / active EE | $2,502 | $5,247-52.3% | $4,859-48.5% | $4,755-47.4% |
| Participant deferral / active EE | $2,851 | $8,102-64.8% | $7,760-63.3% | $6,713-57.5% |
| Admin fee / account holder | $10 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |