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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 | $16,464 | $138,076-88.1% | $123,553-86.7% | $135,380-87.8% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 9.66% | 153.70%-144.0pp | 119.21%-109.5pp | 519.81%-510.1pp |
| Employer contribution / active EE | $2,436 | $5,152-52.7% | $4,628-47.4% | $4,779-49.0% |
| Participant deferral / active EE | $4,674 | $6,800-31.3% | $6,426-27.3% | $5,609-16.7% |
| Admin fee / account holder | $107 | $10,917-99.0% | $9,284-98.8% | $10,828-99.0% |