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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 | $22,224 | $112,112-80.2% | $95,956-76.8% | $158,950-86.0% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 16.60% | 171.15%-154.5pp | 91.63%-75.0pp | 302.91%-286.3pp |
| Employer contribution / active EE | $2,139 | $3,199-33.1% | $2,541-15.8% | $4,762-55.1% |
| Participant deferral / active EE | $2,139 | $4,784-55.3% | $4,167-48.7% | $5,983-64.2% |
| Admin fee / account holder | $13 | $10,134-99.9% | $6,797-99.8% | $11,248-99.9% |