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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 | $14,262 | $160,040-91.1% | $147,096-90.3% | $145,877-90.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 19.34% | 98.49%-79.2pp | 419.75%-400.4pp | 551.28%-531.9pp |
| Employer contribution / active EE | $1,361 | $5,289-74.3% | $4,936-72.4% | $4,663-70.8% |
| Participant deferral / active EE | $4,903 | $8,429-41.8% | $8,071-39.3% | $6,691-26.7% |
| Admin fee / account holder | $66 | $15,050-99.6% | $13,005-99.5% | $13,402-99.5% |