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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 | $10,115 | $134,817-92.5% | $123,973-91.8% | $155,188-93.5% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.7%+13.3pp | 80.8%+9.2pp |
| Annual return | 20.84% | 515.49%-494.7pp | 388.13%-367.3pp | 148.84%-128.0pp |
| Employer contribution / active EE | $1,842 | $4,425-58.4% | $4,126-55.3% | $4,248-56.6% |
| Participant deferral / active EE | $2,336 | $5,706-59.1% | $5,247-55.5% | $6,531-64.2% |
| Admin fee / account holder | $15 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |