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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 | $14,903 | $217,432-93.1% | $185,849-92.0% | $167,536-91.1% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 26.21% | 148.42%-122.2pp | 122.10%-95.9pp | 478.82%-452.6pp |
| Employer contribution / active EE | $2,068 | $5,875-64.8% | $5,169-60.0% | $4,839-57.3% |
| Participant deferral / active EE | $6,001 | $6,357-5.6% | $5,569+7.8% | $6,342-5.4% |
| Admin fee / account holder | $4 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |