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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 | $15,555 | $129,737-88.0% | $119,126-86.9% | $154,746-89.9% |
| Participation rate | 90.9% | 78.9%+12.1pp | 75.8%+15.1pp | 80.7%+10.2pp |
| Annual return | 24.95% | 379.08%-354.1pp | 282.11%-257.2pp | 172.34%-147.4pp |
| Employer contribution / active EE | $1,461 | $4,375-66.6% | $4,034-63.8% | $4,379-66.6% |
| Participant deferral / active EE | $3,281 | $5,842-43.8% | $5,318-38.3% | $6,730-51.2% |
| Admin fee / account holder | $143 | $11,961-98.8% | $10,693-98.7% | $14,365-99.0% |