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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 | $14,533 | $185,856-92.2% | $170,028-91.5% | $139,456-89.6% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 40.11% | 60.52%-20.4pp | 53.39%-13.3pp | 373.45%-333.3pp |
| Employer contribution / active EE | $2,514 | $7,593-66.9% | $6,788-63.0% | $4,753-47.1% |
| Participant deferral / active EE | $6,184 | $11,623-46.8% | $10,409-40.6% | $6,711-7.9% |
| Admin fee / account holder | $129 | $15,387-99.2% | $12,820-99.0% | $11,407-98.9% |