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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 | $15,479 | $176,105-91.2% | $159,474-90.3% | $167,536-90.8% |
| Participation rate | 92.3% | 85.0%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 19.71% | 331.91%-312.2pp | 263.68%-244.0pp | 478.82%-459.1pp |
| Employer contribution / active EE | $1,176 | $5,299-77.8% | $4,831-75.7% | $4,839-75.7% |
| Participant deferral / active EE | $3,518 | $7,751-54.6% | $7,353-52.2% | $6,342-44.5% |
| Admin fee / account holder | $235 | $12,559-98.1% | $10,802-97.8% | $12,315-98.1% |