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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 | $14,456 | $80,992-82.2% | $96,534-85.0% | $75,173-80.8% |
| Participation rate | 81.3% | 71.8%+9.5pp | 76.0%+5.3pp | 67.2%+14.0pp |
| Annual return | 78.17% | 27.05%+51.1pp | 25.88%+52.3pp | 160.72%-82.5pp |
| Employer contribution / active EE | $2,626 | $2,283+15.1% | $2,965-11.4% | $2,671-1.7% |
| Participant deferral / active EE | $5,489 | $3,929+39.7% | $4,851+13.2% | $4,126+33.0% |
| Admin fee / account holder | $100 | $6,717-98.5% | $8,253-98.8% | $5,651-98.2% |