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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 | $15,303 | $227,291-93.3% | $214,702-92.9% | $155,188-90.1% |
| Participation rate | 83.3% | 88.0%-4.6pp | 87.5%-4.1pp | 80.8%+2.5pp |
| Annual return | 25.30% | 60.08%-34.8pp | 54.55%-29.3pp | 148.84%-123.5pp |
| Employer contribution / active EE | $2,290 | $6,772-66.2% | $6,461-64.5% | $4,248-46.1% |
| Participant deferral / active EE | $3,228 | $9,582-66.3% | $9,147-64.7% | $6,531-50.6% |
| Admin fee / account holder | $22 | $20,413-99.9% | $19,830-99.9% | $14,480-99.8% |