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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 | $9,870 | $134,817-92.7% | $123,973-92.0% | $155,188-93.6% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.7%+6.7pp | 80.8%+2.5pp |
| Annual return | 20.29% | 515.49%-495.2pp | 388.13%-367.8pp | 148.84%-128.5pp |
| Employer contribution / active EE | $2,273 | $4,425-48.6% | $4,126-44.9% | $4,248-46.5% |
| Participant deferral / active EE | $4,653 | $5,706-18.5% | $5,247-11.3% | $6,531-28.8% |
| Admin fee / account holder | $29 | $13,245-99.8% | $11,799-99.8% | $14,480-99.8% |