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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 | $192,829-92.3% | $142,516-89.6% | $139,466-89.4% |
| Participation rate | 91.7% | 81.4%+10.2pp | 76.8%+14.9pp | 80.3%+11.3pp |
| Annual return | 36.97% | 17.99%+19.0pp | 19.99%+17.0pp | 373.66%-336.7pp |
| Employer contribution / active EE | $3,348 | $5,808-42.4% | $4,849-30.9% | $4,754-29.6% |
| Participant deferral / active EE | $4,797 | $7,200-33.4% | $6,280-23.6% | $6,712-28.5% |
| Admin fee / account holder | $32 | $15,120-99.8% | $10,008-99.7% | $11,409-99.7% |