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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 | $16,369 | $148,582-89.0% | $135,942-88.0% | $139,456-88.3% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 34.57% | 79.26%-44.7pp | 68.28%-33.7pp | 373.45%-338.9pp |
| Employer contribution / active EE | $2,698 | $5,245-48.6% | $4,858-44.5% | $4,753-43.2% |
| Participant deferral / active EE | $6,637 | $8,101-18.1% | $7,759-14.5% | $6,711-1.1% |
| Admin fee / account holder | $42 | $12,402-99.7% | $10,764-99.6% | $11,407-99.6% |