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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 | $13,807 | $60,349-77.1% | $74,184-81.4% | $62,881-78.0% |
| Participation rate | 90.7% | 72.7%+18.0pp | 76.6%+14.1pp | 69.3%+21.4pp |
| Annual return | 19281.36% | 21.38%+19260.0pp | 17.74%+19263.6pp | 20.14%+19261.2pp |
| Employer contribution / active EE | $1,365 | $1,680-18.7% | $2,370-42.4% | $2,281-40.1% |
| Participant deferral / active EE | $3,180 | $2,856+11.3% | $3,550-10.4% | $3,203-0.7% |
| Admin fee / account holder | $84 | $4,261-98.0% | $5,586-98.5% | $4,296-98.1% |