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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 | $11,843 | $209,428-94.3% | $178,498-93.4% | $158,950-92.5% |
| Participation rate | 86.7% | 86.4%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 7.91% | 188.78%-180.9pp | 151.09%-143.2pp | 302.91%-295.0pp |
| Employer contribution / active EE | $2,124 | $5,707-62.8% | $5,011-57.6% | $4,762-55.4% |
| Participant deferral / active EE | $2,873 | $5,955-51.8% | $5,202-44.8% | $5,983-52.0% |
| Admin fee / account holder | $22 | $17,077-99.9% | $13,985-99.8% | $11,248-99.8% |