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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 | $15,936 | $160,040-90.0% | $147,096-89.2% | $145,877-89.1% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 17.25% | 98.49%-81.2pp | 419.75%-402.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $2,596 | $5,289-50.9% | $4,936-47.4% | $4,663-44.3% |
| Participant deferral / active EE | $6,591 | $8,429-21.8% | $8,071-18.3% | $6,691-1.5% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.9% |