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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 | $10,605 | $183,592-94.2% | $155,567-93.2% | $145,959-92.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 19.02% | 61.24%-42.2pp | 64.74%-45.7pp | 561.95%-542.9pp |
| Employer contribution / active EE | $2,474 | $5,315-53.4% | $4,674-47.1% | $4,661-46.9% |
| Participant deferral / active EE | $2,104 | $6,464-67.5% | $5,628-62.6% | $6,689-68.5% |
| Admin fee / account holder | $127 | $19,318-99.3% | $15,916-99.2% | $13,398-99.1% |