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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 | $160,040-93.4% | $147,096-92.9% | $145,877-92.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.82% | 98.49%-83.7pp | 419.75%-404.9pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,707 | $5,289-67.7% | $4,936-65.4% | $4,663-63.4% |
| Participant deferral / active EE | $3,415 | $8,429-59.5% | $8,071-57.7% | $6,691-49.0% |
| Admin fee / account holder | $111 | $15,050-99.3% | $13,005-99.1% | $13,402-99.2% |