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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 | $9,379 | $160,070-94.1% | $147,117-93.6% | $145,897-93.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 11.88% | 98.69%-86.8pp | 420.54%-408.7pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,670 | $5,285-68.4% | $4,932-66.1% | $4,663-64.2% |
| Participant deferral / active EE | $3,383 | $8,419-59.8% | $8,065-58.0% | $6,689-49.4% |
| Admin fee / account holder | $14 | $15,035-99.9% | $12,993-99.9% | $13,390-99.9% |