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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 | $16,592 | $196,972-91.6% | $182,262-90.9% | $198,609-91.6% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 22.34% | 158.27%-135.9pp | 140.60%-118.3pp | 202.70%-180.4pp |
| Employer contribution / active EE | $1,436 | $5,364-73.2% | $5,046-71.5% | $5,055-71.6% |
| Participant deferral / active EE | $4,065 | $8,643-53.0% | $8,276-50.9% | $6,977-41.7% |
| Admin fee / account holder | $147 | $18,429-99.2% | $16,712-99.1% | $19,030-99.2% |