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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 | $17,037 | $217,432-92.2% | $185,849-90.8% | $167,536-89.8% |
| Participation rate | 86.7% | 86.1%+0.6pp | 81.7%+5.0pp | 82.1%+4.6pp |
| Annual return | 43.65% | 148.42%-104.8pp | 122.10%-78.4pp | 478.82%-435.2pp |
| Employer contribution / active EE | $2,392 | $5,875-59.3% | $5,169-53.7% | $4,839-50.6% |
| Participant deferral / active EE | $4,085 | $6,357-35.7% | $5,569-26.6% | $6,342-35.6% |
| Admin fee / account holder | $143 | $19,818-99.3% | $16,244-99.1% | $12,315-98.8% |