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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 | $13,419 | $181,896-92.6% | $156,551-91.4% | $273,972-95.1% |
| Participation rate | 91.3% | 88.4%+2.9pp | 84.0%+7.3pp | 83.0%+8.3pp |
| Annual return | 123.03% | 30.74%+92.3pp | 32.23%+90.8pp | 41.46%+81.6pp |
| Employer contribution / active EE | $1,979 | $6,248-68.3% | $5,501-64.0% | $4,869-59.3% |
| Participant deferral / active EE | $3,382 | $5,550-39.1% | $4,871-30.6% | $5,287-36.0% |
| Admin fee / account holder | $45 | $15,560-99.7% | $13,028-99.7% | $10,133-99.6% |