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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 | $13,529 | $166,131-91.9% | $164,975-91.8% | $145,877-90.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 15.20% | 100.37%-85.2pp | 70.12%-54.9pp | 551.28%-536.1pp |
| Employer contribution / active EE | $1,294 | $5,276-75.5% | $4,343-70.2% | $4,663-72.2% |
| Participant deferral / active EE | $5,021 | $6,962-27.9% | $6,033-16.8% | $6,691-25.0% |
| Admin fee / account holder | $42 | $16,648-99.7% | $12,688-99.7% | $13,402-99.7% |