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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 | $13,481 | $115,810-88.4% | $101,271-86.7% | $158,966-91.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 60.29% | 56.15%+4.1pp | 46.48%+13.8pp | 302.95%-242.7pp |
| Employer contribution / active EE | $2,890 | $4,175-30.8% | $3,660-21.1% | $4,762-39.3% |
| Participant deferral / active EE | $7,573 | $4,958+52.7% | $4,371+73.3% | $5,983+26.6% |
| Admin fee / account holder | $18 | $7,248-99.8% | $5,948-99.7% | $11,250-99.8% |