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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 | $14,669 | $159,934-90.8% | $147,005-90.0% | $145,959-90.0% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 16.58% | 98.24%-81.7pp | 418.76%-402.2pp | 561.95%-545.4pp |
| Employer contribution / active EE | $1,344 | $5,287-74.6% | $4,934-72.8% | $4,661-71.2% |
| Participant deferral / active EE | $6,415 | $8,427-23.9% | $8,070-20.5% | $6,689-4.1% |
| Admin fee / account holder | $16 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |