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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 | $10,639 | $165,381-93.6% | $149,730-92.9% | $158,966-93.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 141.71% | 348.29%-206.6pp | 276.70%-135.0pp | 302.95%-161.2pp |
| Employer contribution / active EE | $1,796 | $5,104-64.8% | $4,645-61.3% | $4,762-62.3% |
| Participant deferral / active EE | $4,976 | $7,182-30.7% | $6,843-27.3% | $5,983-16.8% |
| Admin fee / account holder | $297 | $10,809-97.2% | $9,310-96.8% | $11,250-97.4% |