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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 | $14,507 | $209,428-93.1% | $178,498-91.9% | $158,950-90.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.38% | 188.78%-164.4pp | 151.09%-126.7pp | 302.91%-278.5pp |
| Employer contribution / active EE | $1,996 | $5,707-65.0% | $5,011-60.2% | $4,762-58.1% |
| Participant deferral / active EE | $2,428 | $5,955-59.2% | $5,202-53.3% | $5,983-59.4% |
| Admin fee / account holder | $54 | $17,077-99.7% | $13,985-99.6% | $11,248-99.5% |