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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 | $11,034 | $159,978-93.1% | $147,041-92.5% | $145,978-92.4% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 22.37% | 98.36%-76.0pp | 419.21%-396.8pp | 550.52%-528.1pp |
| Employer contribution / active EE | $3,861 | $5,288-27.0% | $4,935-21.8% | $4,662-17.2% |
| Participant deferral / active EE | $4,013 | $8,429-52.4% | $8,071-50.3% | $6,690-40.0% |
| Admin fee / account holder | $1 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |