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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 | $16,875 | $160,040-89.5% | $147,096-88.5% | $145,877-88.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 18.94% | 98.49%-79.6pp | 419.75%-400.8pp | 551.28%-532.3pp |
| Employer contribution / active EE | $2,559 | $5,289-51.6% | $4,936-48.2% | $4,663-45.1% |
| Participant deferral / active EE | $4,362 | $8,429-48.2% | $8,071-46.0% | $6,691-34.8% |
| Admin fee / account holder | $283 | $15,050-98.1% | $13,005-97.8% | $13,402-97.9% |