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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 | $15,702 | $148,623-89.4% | $135,974-88.5% | $139,466-88.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 42.11% | 79.30%-37.2pp | 68.30%-26.2pp | 373.66%-331.6pp |
| Employer contribution / active EE | $2,050 | $5,246-60.9% | $4,859-57.8% | $4,754-56.9% |
| Participant deferral / active EE | $5,637 | $8,103-30.4% | $7,760-27.4% | $6,712-16.0% |
| Admin fee / account holder | $186 | $12,406-98.5% | $10,767-98.3% | $11,409-98.4% |