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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 | $12,810 | $198,457-93.5% | $170,435-92.5% | $147,586-91.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.93% | 257.30%-233.4pp | 205.94%-182.0pp | 578.59%-554.7pp |
| Employer contribution / active EE | $3,120 | $6,183-49.5% | $5,432-42.6% | $4,876-36.0% |
| Participant deferral / active EE | $9,519 | $5,629+69.1% | $4,939+92.7% | $5,439+75.0% |
| Admin fee / account holder | $115 | $16,852-99.3% | $13,881-99.2% | $10,886-98.9% |