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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 | $14,087 | $134,817-89.6% | $123,973-88.6% | $155,188-90.9% |
| Participation rate | 95.0% | 79.4%+15.6pp | 76.7%+18.3pp | 80.8%+14.2pp |
| Annual return | 20.68% | 515.49%-494.8pp | 388.13%-367.5pp | 148.84%-128.2pp |
| Employer contribution / active EE | $1,570 | $4,425-64.5% | $4,126-62.0% | $4,248-63.0% |
| Participant deferral / active EE | $3,348 | $5,706-41.3% | $5,247-36.2% | $6,531-48.7% |
| Admin fee / account holder | $48 | $13,245-99.6% | $11,799-99.6% | $14,480-99.7% |