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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 | $12,651 | $112,131-88.7% | $95,964-86.8% | $158,982-92.0% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 82.21% | 171.19%-89.0pp | 91.64%-9.4pp | 302.99%-220.8pp |
| Employer contribution / active EE | $2,253 | $3,199-29.6% | $2,541-11.3% | $4,763-52.7% |
| Participant deferral / active EE | $6,359 | $4,784+32.9% | $4,167+52.6% | $5,983+6.3% |
| Admin fee / account holder | $121 | $10,136-98.8% | $6,797-98.2% | $11,252-98.9% |