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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 | $15,129 | $198,462-92.4% | $170,439-91.1% | $147,585-89.7% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 10.55% | 257.30%-246.8pp | 205.94%-195.4pp | 578.58%-568.0pp |
| Employer contribution / active EE | $3,568 | $6,184-42.3% | $5,433-34.3% | $4,876-26.8% |
| Participant deferral / active EE | $2,356 | $5,629-58.1% | $4,939-52.3% | $5,439-56.7% |
| Admin fee / account holder | $206 | $16,852-98.8% | $13,881-98.5% | $10,886-98.1% |