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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 | $14,156 | $183,592-92.3% | $155,574-90.9% | $145,877-90.3% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 14.50% | 61.37%-46.9pp | 64.87%-50.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $2,158 | $5,317-59.4% | $4,676-53.9% | $4,663-53.7% |
| Participant deferral / active EE | $2,963 | $6,466-54.2% | $5,629-47.4% | $6,691-55.7% |
| Admin fee / account holder | $229 | $19,316-98.8% | $15,914-98.6% | $13,402-98.3% |