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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 | $14,031 | $118,708-88.2% | $98,920-85.8% | $158,982-91.2% |
| Participation rate | 90.9% | 77.8%+13.1pp | 76.0%+14.9pp | 82.0%+8.9pp |
| Annual return | 16.56% | 372.49%-355.9pp | 196.47%-179.9pp | 302.99%-286.4pp |
| Employer contribution / active EE | $959 | $3,334-71.2% | $2,689-64.3% | $4,763-79.9% |
| Participant deferral / active EE | $1,557 | $5,089-69.4% | $4,245-63.3% | $5,983-74.0% |
| Admin fee / account holder | $20 | $10,134-99.8% | $6,643-99.7% | $11,252-99.8% |