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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 | $24,435 | $176,786-86.2% | $146,643-83.3% | $167,536-85.4% |
| Participation rate | 95.8% | 83.6%+12.2pp | 80.1%+15.8pp | 82.1%+13.7pp |
| Annual return | 21.42% | 24.04%-2.6pp | 22.75%-1.3pp | 478.82%-457.4pp |
| Employer contribution / active EE | $2,871 | $5,161-44.4% | $4,137-30.6% | $4,839-40.7% |
| Participant deferral / active EE | $8,134 | $6,440+26.3% | $5,506+47.7% | $6,342+28.3% |
| Admin fee / account holder | $12 | $13,262-99.9% | $10,280-99.9% | $12,315-99.9% |