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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 | $17,370 | $160,028-89.1% | $147,080-88.2% | $145,884-88.1% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-7.0pp |
| Annual return | 18.56% | 98.60%-80.0pp | 420.17%-401.6pp | 551.85%-533.3pp |
| Employer contribution / active EE | $1,673 | $5,286-68.3% | $4,933-66.1% | $4,662-64.1% |
| Participant deferral / active EE | $3,202 | $8,422-62.0% | $8,066-60.3% | $6,690-52.1% |
| Admin fee / account holder | $209 | $15,030-98.6% | $12,989-98.4% | $13,392-98.4% |