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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 | $166,131-91.8% | $164,975-91.8% | $145,877-90.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 15.98% | 100.37%-84.4pp | 70.12%-54.1pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,875 | $5,276-64.5% | $4,343-56.8% | $4,663-59.8% |
| Participant deferral / active EE | $3,148 | $6,962-54.8% | $6,033-47.8% | $6,691-52.9% |
| Admin fee / account holder | $69 | $16,648-99.6% | $12,688-99.5% | $13,402-99.5% |