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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 | $12,858 | $148,582-91.3% | $135,942-90.5% | $139,456-90.8% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 19.89% | 79.26%-59.4pp | 68.28%-48.4pp | 373.45%-353.6pp |
| Employer contribution / active EE | $2,480 | $5,245-52.7% | $4,858-48.9% | $4,753-47.8% |
| Participant deferral / active EE | $4,113 | $8,101-49.2% | $7,759-47.0% | $6,711-38.7% |
| Admin fee / account holder | $281 | $12,402-97.7% | $10,764-97.4% | $11,407-97.5% |