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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 | $14,706 | $129,737-88.7% | $119,126-87.7% | $154,746-90.5% |
| Participation rate | 95.5% | 78.9%+16.6pp | 75.8%+19.7pp | 80.7%+14.8pp |
| Annual return | 23.46% | 379.08%-355.6pp | 282.11%-258.6pp | 172.34%-148.9pp |
| Employer contribution / active EE | $2,230 | $4,375-49.0% | $4,034-44.7% | $4,379-49.1% |
| Participant deferral / active EE | $4,396 | $5,842-24.7% | $5,318-17.3% | $6,730-34.7% |
| Admin fee / account holder | $62 | $11,961-99.5% | $10,693-99.4% | $14,365-99.6% |