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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 | $19,512 | $144,130-86.5% | $117,861-83.4% | $147,586-86.8% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 25.96% | 531.20%-505.2pp | 335.11%-309.1pp | 578.59%-552.6pp |
| Employer contribution / active EE | $2,140 | $4,897-56.3% | $3,786-43.5% | $4,876-56.1% |
| Participant deferral / active EE | $4,496 | $5,316-15.4% | $4,482+0.3% | $5,439-17.3% |
| Admin fee / account holder | $277 | $10,887-97.5% | $8,021-96.5% | $10,886-97.5% |