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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 | $14,195 | $159,978-91.1% | $147,041-90.3% | $145,978-90.3% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 29.63% | 98.36%-68.7pp | 419.21%-389.6pp | 550.52%-520.9pp |
| Employer contribution / active EE | $3,167 | $5,288-40.1% | $4,935-35.8% | $4,662-32.1% |
| Participant deferral / active EE | $6,938 | $8,429-17.7% | $8,071-14.0% | $6,690+3.7% |
| Admin fee / account holder | $214 | $15,053-98.6% | $13,006-98.4% | $13,400-98.4% |