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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 | $134,817-90.8% | $123,973-90.0% | $155,188-92.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.7%+10.8pp | 80.8%+6.7pp |
| Annual return | 21.89% | 515.49%-493.6pp | 388.13%-366.2pp | 148.84%-127.0pp |
| Employer contribution / active EE | $1,604 | $4,425-63.8% | $4,126-61.1% | $4,248-62.3% |
| Participant deferral / active EE | $1,873 | $5,706-67.2% | $5,247-64.3% | $6,531-71.3% |
| Admin fee / account holder | $11 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |