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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 | $14,451 | $198,457-92.7% | $170,435-91.5% | $147,586-90.2% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 23.77% | 257.30%-233.5pp | 205.94%-182.2pp | 578.59%-554.8pp |
| Employer contribution / active EE | $3,142 | $6,183-49.2% | $5,432-42.2% | $4,876-35.6% |
| Participant deferral / active EE | $3,579 | $5,629-36.4% | $4,939-27.5% | $5,439-34.2% |
| Admin fee / account holder | $139 | $16,852-99.2% | $13,881-99.0% | $10,886-98.7% |