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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 | $22,486 | $185,905-87.9% | $170,057-86.8% | $139,487-83.9% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 23.41% | 60.56%-37.2pp | 53.42%-30.0pp | 373.84%-350.4pp |
| Employer contribution / active EE | $2,918 | $7,597-61.6% | $6,790-57.0% | $4,755-38.6% |
| Participant deferral / active EE | $5,596 | $11,627-51.9% | $10,411-46.2% | $6,713-16.6% |
| Admin fee / account holder | $3 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |