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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 | $14,633 | $160,040-90.9% | $147,096-90.1% | $145,877-90.0% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.4pp |
| Annual return | 15.87% | 98.49%-82.6pp | 419.75%-403.9pp | 551.28%-535.4pp |
| Employer contribution / active EE | $1,622 | $5,289-69.3% | $4,936-67.1% | $4,663-65.2% |
| Participant deferral / active EE | $2,752 | $8,429-67.3% | $8,071-65.9% | $6,691-58.9% |
| Admin fee / account holder | $182 | $15,050-98.8% | $13,005-98.6% | $13,402-98.6% |