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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 | $5,133 | $125,190-95.9% | $105,624-95.1% | $145,897-96.5% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 15.84% | 225.22%-209.4pp | 116.20%-100.4pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,917 | $3,720-48.5% | $3,168-39.5% | $4,663-58.9% |
| Participant deferral / active EE | $2,138 | $5,716-62.6% | $5,013-57.3% | $6,689-68.0% |
| Admin fee / account holder | $14 | $17,138-99.9% | $10,961-99.9% | $13,390-99.9% |