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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 | $11,390 | $107,363-89.4% | $92,909-87.7% | $152,897-92.6% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 42.16% | 145.63%-103.5pp | 109.44%-67.3pp | 345.43%-303.3pp |
| Employer contribution / active EE | $3,929 | $4,222-6.9% | $3,653+7.5% | $4,764-17.5% |
| Participant deferral / active EE | $5,519 | $4,848+13.9% | $4,238+30.2% | $5,851-5.7% |
| Admin fee / account holder | $217 | $7,082-96.9% | $5,795-96.3% | $11,599-98.1% |