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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 | $13,394 | $175,231-92.4% | $149,696-91.1% | $139,466-90.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 25.90% | 166.77%-140.9pp | 134.46%-108.6pp | 373.66%-347.8pp |
| Employer contribution / active EE | $2,213 | $5,478-59.6% | $4,821-54.1% | $4,754-53.5% |
| Participant deferral / active EE | $4,472 | $6,521-31.4% | $5,682-21.3% | $6,712-33.4% |
| Admin fee / account holder | $197 | $16,155-98.8% | $13,212-98.5% | $11,409-98.3% |