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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 | $16,906 | $175,257-90.4% | $149,717-88.7% | $139,456-87.9% |
| Participation rate | 82.4% | 83.4%-1.0pp | 78.8%+3.6pp | 80.3%+2.0pp |
| Annual return | 34.59% | 166.70%-132.1pp | 134.41%-99.8pp | 373.45%-338.9pp |
| Employer contribution / active EE | $2,272 | $5,477-58.5% | $4,820-52.9% | $4,753-52.2% |
| Participant deferral / active EE | $5,694 | $6,521-12.7% | $5,682+0.2% | $6,711-15.2% |
| Admin fee / account holder | $220 | $16,156-98.6% | $13,213-98.3% | $11,407-98.1% |