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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 | $14,522 | $148,623-90.2% | $135,974-89.3% | $139,466-89.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 37.82% | 79.30%-41.5pp | 68.30%-30.5pp | 373.66%-335.8pp |
| Employer contribution / active EE | $2,430 | $5,246-53.7% | $4,859-50.0% | $4,754-48.9% |
| Participant deferral / active EE | $4,667 | $8,103-42.4% | $7,760-39.9% | $6,712-30.5% |
| Admin fee / account holder | $120 | $12,406-99.0% | $10,767-98.9% | $11,409-98.9% |