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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 | $15,923 | $165,361-90.4% | $149,715-89.4% | $158,950-90.0% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 200.69% | 348.24%-147.5pp | 276.66%-76.0pp | 302.91%-102.2pp |
| Employer contribution / active EE | $2,913 | $5,103-42.9% | $4,645-37.3% | $4,762-38.8% |
| Participant deferral / active EE | $9,106 | $7,182+26.8% | $6,842+33.1% | $5,983+52.2% |
| Admin fee / account holder | $43 | $10,808-99.6% | $9,310-99.5% | $11,248-99.6% |