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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 | $18,953 | $227,597-91.7% | $189,575-90.0% | $167,536-88.7% |
| Participation rate | 79.2% | 82.5%-3.3pp | 78.4%+0.7pp | 82.1%-2.9pp |
| Annual return | 41.02% | 78.44%-37.4pp | 64.19%-23.2pp | 478.82%-437.8pp |
| Employer contribution / active EE | $5,255 | $5,316-1.1% | $4,412+19.1% | $4,839+8.6% |
| Participant deferral / active EE | $9,998 | $7,002+42.8% | $6,174+62.0% | $6,342+57.6% |
| Admin fee / account holder | $247 | $11,877-97.9% | $9,806-97.5% | $12,315-98.0% |