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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 | $14,180 | $148,623-90.5% | $135,974-89.6% | $139,466-89.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 25.69% | 79.30%-53.6pp | 68.30%-42.6pp | 373.66%-348.0pp |
| Employer contribution / active EE | $1,342 | $5,246-74.4% | $4,859-72.4% | $4,754-71.8% |
| Participant deferral / active EE | $3,257 | $8,103-59.8% | $7,760-58.0% | $6,712-51.5% |
| Admin fee / account holder | $16 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |