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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 | $18,714 | $209,425-91.1% | $178,499-89.5% | $158,966-88.2% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 20.80% | 188.80%-168.0pp | 151.10%-130.3pp | 302.95%-282.1pp |
| Employer contribution / active EE | $1,516 | $5,707-73.4% | $5,011-69.8% | $4,762-68.2% |
| Participant deferral / active EE | $4,755 | $5,955-20.2% | $5,202-8.6% | $5,983-20.5% |
| Admin fee / account holder | $29 | $17,078-99.8% | $13,986-99.8% | $11,250-99.7% |