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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 | $9,379 | $115,917-91.9% | $100,535-90.7% | $158,982-94.1% |
| Participation rate | 94.4% | 81.6%+12.8pp | 79.4%+15.0pp | 82.0%+12.5pp |
| Annual return | 50.77% | 34.80%+16.0pp | 30.90%+19.9pp | 302.99%-252.2pp |
| Employer contribution / active EE | $3,683 | $4,105-10.3% | $3,419+7.7% | $4,763-22.7% |
| Participant deferral / active EE | $3,807 | $6,677-43.0% | $6,271-39.3% | $5,983-36.4% |
| Admin fee / account holder | $23 | $11,002-99.8% | $8,085-99.7% | $11,252-99.8% |