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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 | $13,277 | $159,978-91.7% | $147,041-91.0% | $145,978-90.9% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 11.93% | 98.36%-86.4pp | 419.21%-407.3pp | 550.52%-538.6pp |
| Employer contribution / active EE | $2,136 | $5,288-59.6% | $4,935-56.7% | $4,662-54.2% |
| Participant deferral / active EE | $3,412 | $8,429-59.5% | $8,071-57.7% | $6,690-49.0% |
| Admin fee / account holder | $201 | $15,053-98.7% | $13,006-98.5% | $13,400-98.5% |