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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 | $183,627-94.2% | $155,602-93.2% | $145,978-92.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 19.02% | 61.32%-42.3pp | 64.81%-45.8pp | 550.52%-531.5pp |
| Employer contribution / active EE | $2,474 | $5,316-53.5% | $4,675-47.1% | $4,662-46.9% |
| Participant deferral / active EE | $2,104 | $6,466-67.5% | $5,629-62.6% | $6,690-68.6% |
| Admin fee / account holder | $127 | $19,327-99.3% | $15,923-99.2% | $13,400-99.1% |