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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 | $15,677 | $160,040-90.2% | $147,096-89.3% | $145,877-89.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 15.94% | 98.49%-82.6pp | 419.75%-403.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $2,042 | $5,289-61.4% | $4,936-58.6% | $4,663-56.2% |
| Participant deferral / active EE | $4,306 | $8,429-48.9% | $8,071-46.7% | $6,691-35.6% |
| Admin fee / account holder | $57 | $15,050-99.6% | $13,005-99.6% | $13,402-99.6% |