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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 | $14,783 | $157,304-90.6% | $141,197-89.5% | $152,909-90.3% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 28.54% | 64.34%-35.8pp | 71.41%-42.9pp | 345.46%-316.9pp |
| Employer contribution / active EE | $1,771 | $5,263-66.4% | $4,736-62.6% | $4,764-62.8% |
| Participant deferral / active EE | $4,248 | $7,111-40.3% | $6,710-36.7% | $5,851-27.4% |
| Admin fee / account holder | $121 | $12,126-99.0% | $10,265-98.8% | $11,601-99.0% |