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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 | $16,650 | $165,381-89.9% | $149,730-88.9% | $158,966-89.5% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 31.00% | 348.29%-317.3pp | 276.70%-245.7pp | 302.95%-271.9pp |
| Employer contribution / active EE | $2,966 | $5,104-41.9% | $4,645-36.1% | $4,762-37.7% |
| Participant deferral / active EE | $4,912 | $7,182-31.6% | $6,843-28.2% | $5,983-17.9% |
| Admin fee / account holder | $63 | $10,809-99.4% | $9,310-99.3% | $11,250-99.4% |