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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 | $11,606 | $175,231-93.4% | $149,696-92.2% | $139,466-91.7% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 28.40% | 166.77%-138.4pp | 134.46%-106.1pp | 373.66%-345.3pp |
| Employer contribution / active EE | $2,115 | $5,478-61.4% | $4,821-56.1% | $4,754-55.5% |
| Participant deferral / active EE | $4,543 | $6,521-30.3% | $5,682-20.1% | $6,712-32.3% |
| Admin fee / account holder | $49 | $16,155-99.7% | $13,212-99.6% | $11,409-99.6% |