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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 | $15,588 | $167,362-90.7% | $143,799-89.2% | $134,532-88.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | 44.73% | 0.47%+44.3pp | -0.04%+44.8pp | 418.27%-373.5pp |
| Employer contribution / active EE | $3,146 | $5,620-44.0% | $4,952-36.5% | $4,741-33.7% |
| Participant deferral / active EE | $6,244 | $6,447-3.2% | $5,638+10.7% | $6,401-2.5% |
| Admin fee / account holder | $22 | $18,094-99.9% | $14,677-99.8% | $11,429-99.8% |