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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 | $17,666 | $150,207-88.2% | $120,380-85.3% | $145,978-87.9% |
| Participation rate | 86.7% | 78.8%+7.9pp | 71.9%+14.8pp | 80.3%+6.4pp |
| Annual return | 18.05% | 154.28%-136.2pp | 107.28%-89.2pp | 550.52%-532.5pp |
| Employer contribution / active EE | $2,439 | $4,351-43.9% | $3,465-29.6% | $4,662-47.7% |
| Participant deferral / active EE | $6,392 | $6,175+3.5% | $4,992+28.0% | $6,690-4.4% |
| Admin fee / account holder | $24 | $12,203-99.8% | $9,421-99.7% | $13,400-99.8% |