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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 | $12,746 | $165,361-92.3% | $149,715-91.5% | $158,950-92.0% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 18.35% | 348.24%-329.9pp | 276.66%-258.3pp | 302.91%-284.6pp |
| Employer contribution / active EE | $1,616 | $5,103-68.3% | $4,645-65.2% | $4,762-66.1% |
| Participant deferral / active EE | $3,700 | $7,182-48.5% | $6,842-45.9% | $5,983-38.1% |
| Admin fee / account holder | $219 | $10,808-98.0% | $9,310-97.6% | $11,248-98.1% |