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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 | $160,040-90.1% | $147,096-89.3% | $145,877-89.2% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 22.88% | 98.49%-75.6pp | 419.75%-396.9pp | 551.28%-528.4pp |
| Employer contribution / active EE | $2,432 | $5,289-54.0% | $4,936-50.7% | $4,663-47.9% |
| Participant deferral / active EE | $7,455 | $8,429-11.6% | $8,071-7.6% | $6,691+11.4% |
| Admin fee / account holder | $134 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |