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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 | $13,627 | $160,028-91.5% | $147,080-90.7% | $145,884-90.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 10.90% | 98.60%-87.7pp | 420.17%-409.3pp | 551.85%-540.9pp |
| Employer contribution / active EE | $1,947 | $5,286-63.2% | $4,933-60.5% | $4,662-58.2% |
| Participant deferral / active EE | $2,658 | $8,422-68.4% | $8,066-67.1% | $6,690-60.3% |
| Admin fee / account holder | $19 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |