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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 | $21,056 | $93,598-77.5% | $135,974-84.5% | $75,173-72.0% |
| Participation rate | 85.2% | 75.2%+10.0pp | 81.9%+3.3pp | 67.2%+18.0pp |
| Annual return | 267.27% | 30.89%+236.4pp | 68.30%+199.0pp | 160.72%+106.5pp |
| Employer contribution / active EE | $2,063 | $3,538-41.7% | $4,859-57.5% | $2,671-22.8% |
| Participant deferral / active EE | $3,479 | $6,405-45.7% | $7,760-55.2% | $4,126-15.7% |
| Admin fee / account holder | $10 | $6,978-99.9% | $10,767-99.9% | $5,651-99.8% |