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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 | $12,498 | $176,077-92.9% | $159,455-92.2% | $167,518-92.5% |
| Participation rate | 88.2% | 84.9%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 20.31% | 331.83%-311.5pp | 263.63%-243.3pp | 478.71%-458.4pp |
| Employer contribution / active EE | $2,657 | $5,298-49.9% | $4,830-45.0% | $4,838-45.1% |
| Participant deferral / active EE | $5,443 | $7,751-29.8% | $7,353-26.0% | $6,342-14.2% |
| Admin fee / account holder | $61 | $12,556-99.5% | $10,800-99.4% | $12,312-99.5% |