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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 | $11,761 | $118,708-90.1% | $98,920-88.1% | $158,966-92.6% |
| Participation rate | 94.1% | 77.8%+16.3pp | 76.0%+18.1pp | 82.0%+12.2pp |
| Annual return | 30.88% | 372.49%-341.6pp | 196.47%-165.6pp | 302.95%-272.1pp |
| Employer contribution / active EE | $2,646 | $3,334-20.6% | $2,689-1.6% | $4,762-44.5% |
| Participant deferral / active EE | $5,783 | $5,089+13.6% | $4,245+36.2% | $5,983-3.4% |
| Admin fee / account holder | $52 | $10,134-99.5% | $6,643-99.2% | $11,250-99.5% |