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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 | $9,260 | $289,211-96.8% | $260,467-96.4% | $198,609-95.3% |
| Participation rate | 90.0% | 83.1%+6.9pp | 80.5%+9.5pp | 82.4%+7.6pp |
| Annual return | 26.07% | 112.90%-86.8pp | 100.60%-74.5pp | 202.70%-176.6pp |
| Employer contribution / active EE | $1,550 | $4,663-66.8% | $4,239-63.4% | $5,055-69.3% |
| Participant deferral / active EE | $1,761 | $6,812-74.1% | $6,319-72.1% | $6,977-74.8% |
| Admin fee / account holder | $287 | $16,236-98.2% | $15,461-98.1% | $19,030-98.5% |