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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 | $16,441 | $209,425-92.1% | $178,499-90.8% | $158,966-89.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.75% | 188.80%-168.0pp | 151.10%-130.4pp | 302.95%-282.2pp |
| Employer contribution / active EE | $1,486 | $5,707-74.0% | $5,011-70.3% | $4,762-68.8% |
| Participant deferral / active EE | $3,310 | $5,955-44.4% | $5,202-36.4% | $5,983-44.7% |
| Admin fee / account holder | $166 | $17,078-99.0% | $13,986-98.8% | $11,250-98.5% |