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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 | $16,614 | $185,883-91.1% | $170,043-90.2% | $139,466-88.1% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 35.11% | 60.54%-25.4pp | 53.40%-18.3pp | 373.66%-338.5pp |
| Employer contribution / active EE | $4,411 | $7,596-41.9% | $6,790-35.0% | $4,754-7.2% |
| Participant deferral / active EE | $7,862 | $11,626-32.4% | $10,410-24.5% | $6,712+17.1% |
| Admin fee / account holder | $136 | $15,393-99.1% | $12,824-98.9% | $11,409-98.8% |