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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 | $12,872 | $165,381-92.2% | $149,730-91.4% | $158,966-91.9% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 22.51% | 348.29%-325.8pp | 276.70%-254.2pp | 302.95%-280.4pp |
| Employer contribution / active EE | $2,948 | $5,104-42.2% | $4,645-36.5% | $4,762-38.1% |
| Participant deferral / active EE | $5,092 | $7,182-29.1% | $6,843-25.6% | $5,983-14.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |