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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 | $11,105 | $148,623-92.5% | $135,974-91.8% | $139,466-92.0% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 26.10% | 79.30%-53.2pp | 68.30%-42.2pp | 373.66%-347.6pp |
| Employer contribution / active EE | $1,987 | $5,246-62.1% | $4,859-59.1% | $4,754-58.2% |
| Participant deferral / active EE | $3,929 | $8,103-51.5% | $7,760-49.4% | $6,712-41.5% |
| Admin fee / account holder | $152 | $12,406-98.8% | $10,767-98.6% | $11,409-98.7% |