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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 | $12,683 | $160,040-92.1% | $147,096-91.4% | $145,877-91.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.40% | 98.49%-85.1pp | 419.75%-406.3pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,442 | $5,289-72.7% | $4,936-70.8% | $4,663-69.1% |
| Participant deferral / active EE | $3,533 | $8,429-58.1% | $8,071-56.2% | $6,691-47.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |