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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 | $16,164 | $142,430-88.7% | $115,170-86.0% | $152,897-89.4% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.5%+5.0pp |
| Annual return | 49.26% | 41.48%+7.8pp | 35.60%+13.7pp | 345.43%-296.2pp |
| Employer contribution / active EE | $3,887 | $4,011-3.1% | $3,179+22.3% | $4,764-18.4% |
| Participant deferral / active EE | $8,009 | $5,165+55.1% | $4,169+92.1% | $5,851+36.9% |
| Admin fee / account holder | $184 | $8,464-97.8% | $7,089-97.4% | $11,599-98.4% |