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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 | $11,028 | $198,461-94.4% | $170,436-93.5% | $147,585-92.5% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 15.97% | 257.30%-241.3pp | 205.94%-190.0pp | 578.57%-562.6pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,388 | $5,629-39.8% | $4,939-31.4% | $5,439-37.7% |
| Admin fee / account holder | $32 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |