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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 | $12,355 | $148,623-91.7% | $135,974-90.9% | $139,466-91.1% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 39.28% | 79.30%-40.0pp | 68.30%-29.0pp | 373.66%-334.4pp |
| Employer contribution / active EE | $1,875 | $5,246-64.3% | $4,859-61.4% | $4,754-60.6% |
| Participant deferral / active EE | $3,154 | $8,103-61.1% | $7,760-59.3% | $6,712-53.0% |
| Admin fee / account holder | $115 | $12,406-99.1% | $10,767-98.9% | $11,409-99.0% |