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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 | $14,488 | $175,257-91.7% | $149,717-90.3% | $139,456-89.6% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 24.98% | 166.70%-141.7pp | 134.41%-109.4pp | 373.45%-348.5pp |
| Employer contribution / active EE | $2,744 | $5,477-49.9% | $4,820-43.1% | $4,753-42.3% |
| Participant deferral / active EE | $8,501 | $6,521+30.4% | $5,682+49.6% | $6,711+26.7% |
| Admin fee / account holder | $24 | $16,156-99.9% | $13,213-99.8% | $11,407-99.8% |