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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 | $15,386 | $144,130-89.3% | $117,861-86.9% | $147,586-89.6% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 18.53% | 531.20%-512.7pp | 335.11%-316.6pp | 578.59%-560.1pp |
| Employer contribution / active EE | $1,093 | $4,897-77.7% | $3,786-71.1% | $4,876-77.6% |
| Participant deferral / active EE | $2,394 | $5,316-55.0% | $4,482-46.6% | $5,439-56.0% |
| Admin fee / account holder | $3 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |