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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 | $20,996 | $86,919-75.8% | $102,457-79.5% | $80,911-74.1% |
| Participation rate | 92.9% | 72.4%+20.6pp | 76.5%+16.4pp | 67.6%+25.3pp |
| Annual return | 148.75% | 18.90%+129.9pp | 29.41%+119.3pp | 35.63%+113.1pp |
| Employer contribution / active EE | $2,677 | $2,368+13.1% | $3,022-11.4% | $2,756-2.8% |
| Participant deferral / active EE | $6,510 | $4,119+58.0% | $5,054+28.8% | $4,297+51.5% |
| Admin fee / account holder | $33 | $8,049-99.6% | $9,451-99.6% | $6,935-99.5% |