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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 | $15,509 | $125,190-87.6% | $105,624-85.3% | $145,897-89.4% |
| Participation rate | 92.9% | 77.6%+15.2pp | 75.3%+17.6pp | 80.3%+12.6pp |
| Annual return | 17.64% | 225.22%-207.6pp | 116.20%-98.6pp | 552.29%-534.7pp |
| Employer contribution / active EE | $2,932 | $3,720-21.2% | $3,168-7.4% | $4,663-37.1% |
| Participant deferral / active EE | $7,064 | $5,716+23.6% | $5,013+40.9% | $6,689+5.6% |
| Admin fee / account holder | $12 | $17,138-99.9% | $10,961-99.9% | $13,390-99.9% |