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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 | $17,087 | $89,370-80.9% | $141,197-87.9% | $72,976-76.6% |
| Participation rate | 81.3% | 75.1%+6.1pp | 82.5%-1.2pp | 69.5%+11.8pp |
| Annual return | 180.62% | 111.88%+68.7pp | 71.41%+109.2pp | 81.02%+99.6pp |
| Employer contribution / active EE | $2,621 | $3,115-15.9% | $4,736-44.7% | $2,440+7.4% |
| Participant deferral / active EE | $6,056 | $5,419+11.8% | $6,710-9.8% | $3,608+67.9% |
| Admin fee / account holder | $198 | $5,957-96.7% | $10,265-98.1% | $5,124-96.1% |