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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 | $10,125 | $159,978-93.7% | $147,041-93.1% | $145,978-93.1% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 18.87% | 98.36%-79.5pp | 419.21%-400.3pp | 550.52%-531.6pp |
| Employer contribution / active EE | $2,038 | $5,288-61.5% | $4,935-58.7% | $4,662-56.3% |
| Participant deferral / active EE | $3,585 | $8,429-57.5% | $8,071-55.6% | $6,690-46.4% |
| Admin fee / account holder | $16 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |