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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 | $20,708 | $144,130-85.6% | $117,861-82.4% | $147,586-86.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.79% | 531.20%-512.4pp | 335.11%-316.3pp | 578.59%-559.8pp |
| Employer contribution / active EE | $1,642 | $4,897-66.5% | $3,786-56.6% | $4,876-66.3% |
| Participant deferral / active EE | $6,918 | $5,316+30.1% | $4,482+54.3% | $5,439+27.2% |
| Admin fee / account holder | $97 | $10,887-99.1% | $8,021-98.8% | $10,886-99.1% |