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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 | $17,745 | $165,399-89.3% | $149,745-88.2% | $158,982-88.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 108.79% | 348.34%-239.6pp | 276.72%-167.9pp | 302.99%-194.2pp |
| Employer contribution / active EE | $3,523 | $5,105-31.0% | $4,646-24.2% | $4,763-26.0% |
| Participant deferral / active EE | $9,468 | $7,183+31.8% | $6,843+38.4% | $5,983+58.2% |
| Admin fee / account holder | $54 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |