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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 | $15,496 | $159,978-90.3% | $147,041-89.5% | $145,978-89.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 22.48% | 98.36%-75.9pp | 419.21%-396.7pp | 550.52%-528.0pp |
| Employer contribution / active EE | $2,239 | $5,288-57.7% | $4,935-54.6% | $4,662-52.0% |
| Participant deferral / active EE | $5,304 | $8,429-37.1% | $8,071-34.3% | $6,690-20.7% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,400-99.9% |