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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 | $16,871 | $176,105-90.4% | $159,474-89.4% | $167,536-89.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.26% | 331.91%-309.7pp | 263.68%-241.4pp | 478.82%-456.6pp |
| Employer contribution / active EE | $2,801 | $5,299-47.1% | $4,831-42.0% | $4,839-42.1% |
| Participant deferral / active EE | $5,906 | $7,751-23.8% | $7,353-19.7% | $6,342-6.9% |
| Admin fee / account holder | $16 | $12,559-99.9% | $10,802-99.8% | $12,315-99.9% |