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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 | $14,776 | $184,000-92.0% | $162,185-90.9% | $152,909-90.3% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 22.58% | 150.80%-128.2pp | 115.61%-93.0pp | 345.46%-322.9pp |
| Employer contribution / active EE | $1,871 | $6,370-70.6% | $5,613-66.7% | $4,764-60.7% |
| Participant deferral / active EE | $3,333 | $8,033-58.5% | $7,297-54.3% | $5,851-43.0% |
| Admin fee / account holder | $17 | $13,124-99.9% | $10,844-99.8% | $11,601-99.9% |