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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 | $14,794 | $160,040-90.8% | $147,096-89.9% | $145,877-89.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 22.04% | 98.49%-76.5pp | 419.75%-397.7pp | 551.28%-529.2pp |
| Employer contribution / active EE | $2,648 | $5,289-49.9% | $4,936-46.4% | $4,663-43.2% |
| Participant deferral / active EE | $6,506 | $8,429-22.8% | $8,071-19.4% | $6,691-2.8% |
| Admin fee / account holder | $63 | $15,050-99.6% | $13,005-99.5% | $13,402-99.5% |