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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 | $11,306 | $183,516-93.8% | $155,534-92.7% | $145,884-92.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 14.11% | 61.43%-47.3pp | 64.92%-50.8pp | 551.85%-537.7pp |
| Employer contribution / active EE | $2,244 | $5,315-57.8% | $4,675-52.0% | $4,662-51.9% |
| Participant deferral / active EE | $5,043 | $6,467-22.0% | $5,630-10.4% | $6,690-24.6% |
| Admin fee / account holder | $70 | $19,293-99.6% | $15,900-99.6% | $13,392-99.5% |