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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 | $8,897 | $160,040-94.4% | $147,096-94.0% | $145,877-93.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 14.19% | 98.49%-84.3pp | 419.75%-405.6pp | 551.28%-537.1pp |
| Employer contribution / active EE | $2,023 | $5,289-61.8% | $4,936-59.0% | $4,663-56.6% |
| Participant deferral / active EE | $3,987 | $8,429-52.7% | $8,071-50.6% | $6,691-40.4% |
| Admin fee / account holder | $17 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |