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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 | $9,489 | $155,555-93.9% | $146,866-93.5% | $155,188-93.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 56.27% | 115.41%-59.1pp | 102.85%-46.6pp | 148.84%-92.6pp |
| Employer contribution / active EE | $3,602 | $4,647-22.5% | $4,425-18.6% | $4,248-15.2% |
| Participant deferral / active EE | $5,466 | $8,044-32.1% | $7,759-29.6% | $6,531-16.3% |
| Admin fee / account holder | $12 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |