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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 | $19,355 | $289,211-93.3% | $260,467-92.6% | $198,609-90.3% |
| Participation rate | 87.5% | 83.1%+4.4pp | 80.5%+7.0pp | 82.4%+5.1pp |
| Annual return | 25.22% | 112.90%-87.7pp | 100.60%-75.4pp | 202.70%-177.5pp |
| Employer contribution / active EE | $2,484 | $4,663-46.7% | $4,239-41.4% | $5,055-50.9% |
| Participant deferral / active EE | $4,118 | $6,812-39.5% | $6,319-34.8% | $6,977-41.0% |
| Admin fee / account holder | $43 | $16,236-99.7% | $15,461-99.7% | $19,030-99.8% |