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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 | $10,487 | $160,070-93.4% | $147,117-92.9% | $145,897-92.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.82% | 98.69%-83.9pp | 420.54%-405.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,707 | $5,285-67.7% | $4,932-65.4% | $4,663-63.4% |
| Participant deferral / active EE | $3,415 | $8,419-59.4% | $8,065-57.7% | $6,689-49.0% |
| Admin fee / account holder | $111 | $15,035-99.3% | $12,993-99.1% | $13,390-99.2% |