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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 | $9,501 | $176,105-94.6% | $159,474-94.0% | $167,536-94.3% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 13.41% | 331.91%-318.5pp | 263.68%-250.3pp | 478.82%-465.4pp |
| Employer contribution / active EE | $1,261 | $5,299-76.2% | $4,831-73.9% | $4,839-73.9% |
| Participant deferral / active EE | $5,519 | $7,751-28.8% | $7,353-25.0% | $6,342-13.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |