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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 | $20,269 | $228,352-91.1% | $185,835-89.1% | $158,966-87.2% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 26.26% | 40.81%-14.6pp | 35.96%-9.7pp | 302.95%-276.7pp |
| Employer contribution / active EE | $1,370 | $4,967-72.4% | $4,087-66.5% | $4,762-71.2% |
| Participant deferral / active EE | $2,481 | $6,416-61.3% | $5,633-56.0% | $5,983-58.5% |
| Admin fee / account holder | $44 | $11,867-99.6% | $9,502-99.5% | $11,250-99.6% |