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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 | $16,005 | $160,028-90.0% | $147,080-89.1% | $145,884-89.0% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 12.31% | 98.60%-86.3pp | 420.17%-407.9pp | 551.85%-539.5pp |
| Employer contribution / active EE | $2,182 | $5,286-58.7% | $4,933-55.8% | $4,662-53.2% |
| Participant deferral / active EE | $3,177 | $8,422-62.3% | $8,066-60.6% | $6,690-52.5% |
| Admin fee / account holder | $8 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |