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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 | $176,105-92.9% | $159,474-92.2% | $167,536-92.5% |
| Participation rate | 88.2% | 85.0%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 20.31% | 331.91%-311.6pp | 263.68%-243.4pp | 478.82%-458.5pp |
| Employer contribution / active EE | $2,657 | $5,299-49.9% | $4,831-45.0% | $4,839-45.1% |
| Participant deferral / active EE | $5,443 | $7,751-29.8% | $7,353-26.0% | $6,342-14.2% |
| Admin fee / account holder | $61 | $12,559-99.5% | $10,802-99.4% | $12,315-99.5% |