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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 | $12,214 | $129,737-90.6% | $119,126-89.7% | $154,746-92.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 22.15% | 379.08%-356.9pp | 282.11%-260.0pp | 172.34%-150.2pp |
| Employer contribution / active EE | $2,223 | $4,375-49.2% | $4,034-44.9% | $4,379-49.2% |
| Participant deferral / active EE | $2,573 | $5,842-56.0% | $5,318-51.6% | $6,730-61.8% |
| Admin fee / account holder | $16 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |