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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 | $14,084 | $160,070-91.2% | $147,117-90.4% | $145,897-90.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 9.73% | 98.69%-89.0pp | 420.54%-410.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $1,656 | $5,285-68.7% | $4,932-66.4% | $4,663-64.5% |
| Participant deferral / active EE | $5,329 | $8,419-36.7% | $8,065-33.9% | $6,689-20.3% |
| Admin fee / account holder | $78 | $15,035-99.5% | $12,993-99.4% | $13,390-99.4% |