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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 | $14,234 | $183,627-92.2% | $155,602-90.9% | $145,978-90.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 102.60% | 61.32%+41.3pp | 64.81%+37.8pp | 550.52%-447.9pp |
| Employer contribution / active EE | $1,093 | $5,316-79.4% | $4,675-76.6% | $4,662-76.6% |
| Participant deferral / active EE | $3,491 | $6,466-46.0% | $5,629-38.0% | $6,690-47.8% |
| Admin fee / account holder | $16 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |