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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 | $12,613 | $202,342-93.8% | $172,753-92.7% | $152,909-91.8% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 22.67% | 1029.88%-1007.2pp | 803.00%-780.3pp | 345.46%-322.8pp |
| Employer contribution / active EE | $1,518 | $5,857-74.1% | $5,144-70.5% | $4,764-68.1% |
| Participant deferral / active EE | $3,667 | $5,948-38.4% | $5,198-29.5% | $5,851-37.3% |
| Admin fee / account holder | $143 | $17,112-99.2% | $13,956-99.0% | $11,601-98.8% |