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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 | $165,399-87.7% | $149,745-86.4% | $158,982-87.2% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 22.99% | 348.34%-325.3pp | 276.72%-253.7pp | 302.99%-280.0pp |
| Employer contribution / active EE | $2,130 | $5,105-58.3% | $4,646-54.2% | $4,763-55.3% |
| Participant deferral / active EE | $3,694 | $7,183-48.6% | $6,843-46.0% | $5,983-38.3% |
| Admin fee / account holder | $262 | $10,811-97.6% | $9,312-97.2% | $11,252-97.7% |