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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 | $13,499 | $171,867-92.1% | $149,721-91.0% | $147,586-90.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.80% | 2113.36%-2096.6pp | 1501.67%-1484.9pp | 578.59%-561.8pp |
| Employer contribution / active EE | $2,350 | $6,275-62.5% | $5,444-56.8% | $4,876-51.8% |
| Participant deferral / active EE | $3,569 | $7,270-50.9% | $6,568-45.7% | $5,439-34.4% |
| Admin fee / account holder | $70 | $13,799-99.5% | $11,282-99.4% | $10,886-99.4% |