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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 | $14,315 | $107,363-86.7% | $92,909-84.6% | $152,897-90.6% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 29.55% | 145.63%-116.1pp | 109.44%-79.9pp | 345.43%-315.9pp |
| Employer contribution / active EE | $2,748 | $4,222-34.9% | $3,653-24.8% | $4,764-42.3% |
| Participant deferral / active EE | $4,586 | $4,848-5.4% | $4,238+8.2% | $5,851-21.6% |
| Admin fee / account holder | $132 | $7,082-98.1% | $5,795-97.7% | $11,599-98.9% |