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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 | $15,774 | $159,934-90.1% | $147,005-89.3% | $145,959-89.2% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 22.88% | 98.24%-75.4pp | 418.76%-395.9pp | 561.95%-539.1pp |
| Employer contribution / active EE | $2,432 | $5,287-54.0% | $4,934-50.7% | $4,661-47.8% |
| Participant deferral / active EE | $7,455 | $8,427-11.5% | $8,070-7.6% | $6,689+11.5% |
| Admin fee / account holder | $134 | $15,053-99.1% | $13,006-99.0% | $13,398-99.0% |