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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 | $11,639 | $165,361-93.0% | $149,715-92.2% | $158,950-92.7% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 43.43% | 348.24%-304.8pp | 276.66%-233.2pp | 302.91%-259.5pp |
| Employer contribution / active EE | $5,945 | $5,103+16.5% | $4,645+28.0% | $4,762+24.8% |
| Participant deferral / active EE | $5,137 | $7,182-28.5% | $6,842-24.9% | $5,983-14.1% |
| Admin fee / account holder | $145 | $10,808-98.7% | $9,310-98.4% | $11,248-98.7% |