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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 | $14,517 | $125,190-88.4% | $105,624-86.3% | $145,897-90.0% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 16.53% | 225.22%-208.7pp | 116.20%-99.7pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,443 | $3,720-61.2% | $3,168-54.5% | $4,663-69.1% |
| Participant deferral / active EE | $2,396 | $5,716-58.1% | $5,013-52.2% | $6,689-64.2% |
| Admin fee / account holder | $117 | $17,138-99.3% | $10,961-98.9% | $13,390-99.1% |