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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 | $21,763 | $185,883-88.3% | $170,043-87.2% | $139,466-84.4% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 25.66% | 60.54%-34.9pp | 53.40%-27.7pp | 373.66%-348.0pp |
| Employer contribution / active EE | $2,988 | $7,596-60.7% | $6,790-56.0% | $4,754-37.2% |
| Participant deferral / active EE | $4,276 | $11,626-63.2% | $10,410-58.9% | $6,712-36.3% |
| Admin fee / account holder | $120 | $15,393-99.2% | $12,824-99.1% | $11,409-98.9% |