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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 | $15,103 | $183,539-91.8% | $155,556-90.3% | $145,897-89.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.17% | 61.31%-48.1pp | 64.84%-51.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $2,403 | $5,315-54.8% | $4,675-48.6% | $4,663-48.5% |
| Participant deferral / active EE | $3,102 | $6,467-52.0% | $5,631-44.9% | $6,689-53.6% |
| Admin fee / account holder | $20 | $19,275-99.9% | $15,885-99.9% | $13,390-99.8% |