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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 | $12,920 | $160,040-91.9% | $147,096-91.2% | $145,877-91.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 12.71% | 98.49%-85.8pp | 419.75%-407.0pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,134 | $5,289-78.6% | $4,936-77.0% | $4,663-75.7% |
| Participant deferral / active EE | $3,416 | $8,429-59.5% | $8,071-57.7% | $6,691-48.9% |
| Admin fee / account holder | $73 | $15,050-99.5% | $13,005-99.4% | $13,402-99.5% |