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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 | $12,395 | $183,592-93.2% | $155,567-92.0% | $145,959-91.5% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 30.85% | 61.24%-30.4pp | 64.74%-33.9pp | 561.95%-531.1pp |
| Employer contribution / active EE | $2,344 | $5,315-55.9% | $4,674-49.8% | $4,661-49.7% |
| Participant deferral / active EE | $4,787 | $6,464-25.9% | $5,628-14.9% | $6,689-28.4% |
| Admin fee / account holder | $144 | $19,318-99.3% | $15,916-99.1% | $13,398-98.9% |