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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 | $15,678 | $177,353-91.2% | $158,226-90.1% | $198,609-92.1% |
| Participation rate | 75.0% | 77.0%-2.0pp | 74.8%+0.2pp | 82.4%-7.4pp |
| Annual return | 15.96% | 599.50%-583.5pp | 501.41%-485.5pp | 202.70%-186.7pp |
| Employer contribution / active EE | $1,176 | $3,239-63.7% | $2,986-60.6% | $5,055-76.7% |
| Participant deferral / active EE | $4,282 | $4,615-7.2% | $4,317-0.8% | $6,977-38.6% |
| Admin fee / account holder | $211 | $10,960-98.1% | $10,217-97.9% | $19,030-98.9% |