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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 | $16,148 | $150,447-89.3% | $136,298-88.2% | $147,586-89.1% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 12.17% | 1049.15%-1037.0pp | 5156.27%-5144.1pp | 578.59%-566.4pp |
| Employer contribution / active EE | $1,798 | $5,256-65.8% | $4,696-61.7% | $4,876-63.1% |
| Participant deferral / active EE | $3,320 | $6,631-49.9% | $6,247-46.9% | $5,439-39.0% |
| Admin fee / account holder | $137 | $10,906-98.7% | $9,244-98.5% | $10,886-98.7% |