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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 | $12,240 | $157,304-92.2% | $141,197-91.3% | $152,909-92.0% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.5%+4.2pp |
| Annual return | 29.31% | 64.34%-35.0pp | 71.41%-42.1pp | 345.46%-316.2pp |
| Employer contribution / active EE | $1,001 | $5,263-81.0% | $4,736-78.9% | $4,764-79.0% |
| Participant deferral / active EE | $3,387 | $7,111-52.4% | $6,710-49.5% | $5,851-42.1% |
| Admin fee / account holder | $297 | $12,126-97.6% | $10,265-97.1% | $11,601-97.4% |