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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 | $16,890 | $175,231-90.4% | $149,696-88.7% | $139,466-87.9% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.3pp | 80.3%+13.8pp |
| Annual return | 22.52% | 166.77%-144.3pp | 134.46%-111.9pp | 373.66%-351.1pp |
| Employer contribution / active EE | $1,860 | $5,478-66.0% | $4,821-61.4% | $4,754-60.9% |
| Participant deferral / active EE | $2,424 | $6,521-62.8% | $5,682-57.3% | $6,712-63.9% |
| Admin fee / account holder | $283 | $16,155-98.3% | $13,212-97.9% | $11,409-97.5% |