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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 | $13,576 | $166,268-91.8% | $165,100-91.8% | $145,897-90.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 15.98% | 100.52%-84.5pp | 70.21%-54.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $1,875 | $5,284-64.5% | $4,348-56.9% | $4,663-59.8% |
| Participant deferral / active EE | $3,148 | $6,964-54.8% | $6,035-47.8% | $6,689-52.9% |
| Admin fee / account holder | $69 | $16,659-99.6% | $12,696-99.5% | $13,390-99.5% |