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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 | $20,381 | $165,361-87.7% | $149,715-86.4% | $158,950-87.2% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 22.99% | 348.24%-325.2pp | 276.66%-253.7pp | 302.91%-279.9pp |
| Employer contribution / active EE | $2,130 | $5,103-58.3% | $4,645-54.2% | $4,762-55.3% |
| Participant deferral / active EE | $3,694 | $7,182-48.6% | $6,842-46.0% | $5,983-38.3% |
| Admin fee / account holder | $262 | $10,808-97.6% | $9,310-97.2% | $11,248-97.7% |