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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 | $13,493 | $77,816-82.7% | $123,549-89.1% | $64,181-79.0% |
| Participation rate | 94.6% | 74.7%+19.9pp | 82.3%+12.3pp | 69.6%+25.1pp |
| Annual return | 80.48% | 12.49%+68.0pp | 119.20%-38.7pp | 7.63%+72.8pp |
| Employer contribution / active EE | $2,990 | $3,014-0.8% | $4,628-35.4% | $2,381+25.6% |
| Participant deferral / active EE | $7,085 | $5,240+35.2% | $6,426+10.3% | $3,470+104.2% |
| Admin fee / account holder | $19 | $5,519-99.7% | $9,284-99.8% | $4,887-99.6% |