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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 | $21,434 | $289,211-92.6% | $260,467-91.8% | $198,609-89.2% |
| Participation rate | 94.1% | 83.1%+11.0pp | 80.5%+13.7pp | 82.4%+11.7pp |
| Annual return | 17.88% | 112.90%-95.0pp | 100.60%-82.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $1,308 | $4,663-71.9% | $4,239-69.1% | $5,055-74.1% |
| Participant deferral / active EE | $2,397 | $6,812-64.8% | $6,319-62.1% | $6,977-65.6% |
| Admin fee / account holder | $26 | $16,236-99.8% | $15,461-99.8% | $19,030-99.9% |