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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 | $9,513 | $160,028-94.1% | $147,080-93.5% | $145,884-93.5% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 17.17% | 98.60%-81.4pp | 420.17%-403.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $1,172 | $5,286-77.8% | $4,933-76.2% | $4,662-74.9% |
| Participant deferral / active EE | $3,806 | $8,422-54.8% | $8,066-52.8% | $6,690-43.1% |
| Admin fee / account holder | $136 | $15,030-99.1% | $12,989-99.0% | $13,392-99.0% |