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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 | $9,523 | $160,070-94.1% | $147,117-93.5% | $145,897-93.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.65% | 98.69%-81.0pp | 420.54%-402.9pp | 552.29%-534.6pp |
| Employer contribution / active EE | $1,589 | $5,285-69.9% | $4,932-67.8% | $4,663-65.9% |
| Participant deferral / active EE | $2,863 | $8,419-66.0% | $8,065-64.5% | $6,689-57.2% |
| Admin fee / account holder | $52 | $15,035-99.7% | $12,993-99.6% | $13,390-99.6% |