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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 | $11,323 | $176,105-93.6% | $159,474-92.9% | $167,536-93.2% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 28.34% | 331.91%-303.6pp | 263.68%-235.3pp | 478.82%-450.5pp |
| Employer contribution / active EE | $2,122 | $5,299-59.9% | $4,831-56.1% | $4,839-56.1% |
| Participant deferral / active EE | $5,355 | $7,751-30.9% | $7,353-27.2% | $6,342-15.6% |
| Admin fee / account holder | $97 | $12,559-99.2% | $10,802-99.1% | $12,315-99.2% |