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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 | $9,357 | $175,231-94.7% | $149,696-93.7% | $139,466-93.3% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 25.63% | 166.77%-141.1pp | 134.46%-108.8pp | 373.66%-348.0pp |
| Employer contribution / active EE | $2,369 | $5,478-56.8% | $4,821-50.9% | $4,754-50.2% |
| Participant deferral / active EE | $3,344 | $6,521-48.7% | $5,682-41.2% | $6,712-50.2% |
| Admin fee / account holder | $153 | $16,155-99.1% | $13,212-98.8% | $11,409-98.7% |