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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 | $16,805 | $185,856-91.0% | $170,028-90.1% | $139,456-87.9% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 106.21% | 60.52%+45.7pp | 53.39%+52.8pp | 373.45%-267.2pp |
| Employer contribution / active EE | $4,247 | $7,593-44.1% | $6,788-37.4% | $4,753-10.6% |
| Participant deferral / active EE | $6,041 | $11,623-48.0% | $10,409-42.0% | $6,711-10.0% |
| Admin fee / account holder | $102 | $15,387-99.3% | $12,820-99.2% | $11,407-99.1% |