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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 | $31,271 | $196,972-84.1% | $182,262-82.8% | $198,609-84.3% |
| Participation rate | 91.7% | 85.7%+6.0pp | 84.2%+7.5pp | 82.4%+9.3pp |
| Annual return | 18.05% | 158.27%-140.2pp | 140.60%-122.5pp | 202.70%-184.6pp |
| Employer contribution / active EE | $3,191 | $5,364-40.5% | $5,046-36.8% | $5,055-36.9% |
| Participant deferral / active EE | $4,145 | $8,643-52.0% | $8,276-49.9% | $6,977-40.6% |
| Admin fee / account holder | $44 | $18,429-99.8% | $16,712-99.7% | $19,030-99.8% |