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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 | $16,089 | $176,105-90.9% | $159,474-89.9% | $167,536-90.4% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 13.79% | 331.91%-318.1pp | 263.68%-249.9pp | 478.82%-465.0pp |
| Employer contribution / active EE | $5,194 | $5,299-2.0% | $4,831+7.5% | $4,839+7.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |