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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 | $16,405 | $148,623-89.0% | $135,974-87.9% | $139,466-88.2% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 33.14% | 79.30%-46.2pp | 68.30%-35.2pp | 373.66%-340.5pp |
| Employer contribution / active EE | $2,110 | $5,246-59.8% | $4,859-56.6% | $4,754-55.6% |
| Participant deferral / active EE | $6,927 | $8,103-14.5% | $7,760-10.7% | $6,712+3.2% |
| Admin fee / account holder | $209 | $12,406-98.3% | $10,767-98.1% | $11,409-98.2% |