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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 | $17,030 | $160,040-89.4% | $147,096-88.4% | $145,877-88.3% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 16.61% | 98.49%-81.9pp | 419.75%-403.1pp | 551.28%-534.7pp |
| Employer contribution / active EE | $1,778 | $5,289-66.4% | $4,936-64.0% | $4,663-61.9% |
| Participant deferral / active EE | $6,237 | $8,429-26.0% | $8,071-22.7% | $6,691-6.8% |
| Admin fee / account holder | $228 | $15,050-98.5% | $13,005-98.2% | $13,402-98.3% |