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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 | $16,530 | $209,425-92.1% | $178,499-90.7% | $158,966-89.6% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 21.96% | 188.80%-166.8pp | 151.10%-129.1pp | 302.95%-281.0pp |
| Employer contribution / active EE | $1,466 | $5,707-74.3% | $5,011-70.8% | $4,762-69.2% |
| Participant deferral / active EE | $4,477 | $5,955-24.8% | $5,202-13.9% | $5,983-25.2% |
| Admin fee / account holder | $17 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |