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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 | $15,125 | $148,623-89.8% | $135,974-88.9% | $139,466-89.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.23% | 79.30%-59.1pp | 68.30%-48.1pp | 373.66%-353.4pp |
| Employer contribution / active EE | $1,944 | $5,246-63.0% | $4,859-60.0% | $4,754-59.1% |
| Participant deferral / active EE | $3,637 | $8,103-55.1% | $7,760-53.1% | $6,712-45.8% |
| Admin fee / account holder | $203 | $12,406-98.4% | $10,767-98.1% | $11,409-98.2% |