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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 | $10,293 | $172,111-94.0% | $150,298-93.2% | $137,256-92.5% |
| Participation rate | 81.3% | 81.7%-0.5pp | 77.8%+3.5pp | 80.0%+1.3pp |
| Annual return | 28.75% | 69.37%-40.6pp | 62.79%-34.0pp | 220.34%-191.6pp |
| Employer contribution / active EE | $4,884 | $4,636+5.3% | $4,154+17.6% | $4,156+17.5% |
| Participant deferral / active EE | $2,780 | $6,166-54.9% | $5,453-49.0% | $6,407-56.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |