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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 | $13,418 | $129,737-89.7% | $119,126-88.7% | $154,746-91.3% |
| Participation rate | 82.6% | 78.9%+3.8pp | 75.8%+6.8pp | 80.7%+1.9pp |
| Annual return | 27.64% | 379.08%-351.4pp | 282.11%-254.5pp | 172.34%-144.7pp |
| Employer contribution / active EE | $2,080 | $4,375-52.4% | $4,034-48.4% | $4,379-52.5% |
| Participant deferral / active EE | $3,802 | $5,842-34.9% | $5,318-28.5% | $6,730-43.5% |
| Admin fee / account holder | $51 | $11,961-99.6% | $10,693-99.5% | $14,365-99.6% |