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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 | $15,134 | $183,516-91.8% | $155,534-90.3% | $145,884-89.6% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 16.14% | 61.43%-45.3pp | 64.92%-48.8pp | 551.85%-535.7pp |
| Employer contribution / active EE | $1,620 | $5,315-69.5% | $4,675-65.3% | $4,662-65.2% |
| Participant deferral / active EE | $2,993 | $6,467-53.7% | $5,630-46.9% | $6,690-55.3% |
| Admin fee / account holder | $72 | $19,293-99.6% | $15,900-99.5% | $13,392-99.5% |