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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 | $12,474 | $160,070-92.2% | $147,117-91.5% | $145,897-91.5% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 16.96% | 98.69%-81.7pp | 420.54%-403.6pp | 552.29%-535.3pp |
| Employer contribution / active EE | $1,110 | $5,285-79.0% | $4,932-77.5% | $4,663-76.2% |
| Participant deferral / active EE | $2,670 | $8,419-68.3% | $8,065-66.9% | $6,689-60.1% |
| Admin fee / account holder | $261 | $15,035-98.3% | $12,993-98.0% | $13,390-98.1% |