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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 | $160,040-91.2% | $147,096-90.4% | $145,877-90.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 9.73% | 98.49%-88.8pp | 419.75%-410.0pp | 551.28%-541.6pp |
| Employer contribution / active EE | $1,656 | $5,289-68.7% | $4,936-66.4% | $4,663-64.5% |
| Participant deferral / active EE | $5,329 | $8,429-36.8% | $8,071-34.0% | $6,691-20.3% |
| Admin fee / account holder | $78 | $15,050-99.5% | $13,005-99.4% | $13,402-99.4% |