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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 | $15,790 | $232,540-93.2% | $185,117-91.5% | $147,586-89.3% |
| Participation rate | 90.0% | 82.4%+7.6pp | 77.3%+12.7pp | 82.8%+7.2pp |
| Annual return | 32.31% | 43.03%-10.7pp | 40.50%-8.2pp | 578.59%-546.3pp |
| Employer contribution / active EE | $1,141 | $5,195-78.0% | $4,182-72.7% | $4,876-76.6% |
| Participant deferral / active EE | $4,537 | $5,834-22.2% | $5,045-10.1% | $5,439-16.6% |
| Admin fee / account holder | $160 | $10,275-98.4% | $8,159-98.0% | $10,886-98.5% |