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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 | $22,123 | $227,399-90.3% | $189,758-88.3% | $198,609-88.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 23.90% | 61.03%-37.1pp | 52.62%-28.7pp | 202.70%-178.8pp |
| Employer contribution / active EE | $1,983 | $5,526-64.1% | $4,767-58.4% | $5,055-60.8% |
| Participant deferral / active EE | $3,733 | $6,837-45.4% | $5,856-36.3% | $6,977-46.5% |
| Admin fee / account holder | $54 | $25,162-99.8% | $20,388-99.7% | $19,030-99.7% |