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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 | $14,164 | $160,040-91.1% | $147,096-90.4% | $145,877-90.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 18.42% | 98.49%-80.1pp | 419.75%-401.3pp | 551.28%-532.9pp |
| Employer contribution / active EE | $2,610 | $5,289-50.7% | $4,936-47.1% | $4,663-44.0% |
| Participant deferral / active EE | $7,891 | $8,429-6.4% | $8,071-2.2% | $6,691+17.9% |
| Admin fee / account holder | $80 | $15,050-99.5% | $13,005-99.4% | $13,402-99.4% |