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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 | $12,456 | $129,737-90.4% | $119,126-89.5% | $154,746-92.0% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 21.89% | 379.08%-357.2pp | 282.11%-260.2pp | 172.34%-150.5pp |
| Employer contribution / active EE | $1,604 | $4,375-63.3% | $4,034-60.2% | $4,379-63.4% |
| Participant deferral / active EE | $1,873 | $5,842-67.9% | $5,318-64.8% | $6,730-72.2% |
| Admin fee / account holder | $11 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |