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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 | $13,916 | $185,312-92.5% | $161,489-91.4% | $154,746-91.0% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 47.64% | 103.84%-56.2pp | 89.72%-42.1pp | 172.34%-124.7pp |
| Employer contribution / active EE | $3,170 | $4,769-33.5% | $4,268-25.7% | $4,379-27.6% |
| Participant deferral / active EE | $5,221 | $6,350-17.8% | $5,630-7.3% | $6,730-22.4% |
| Admin fee / account holder | $37 | $18,654-99.8% | $16,006-99.8% | $14,365-99.7% |