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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 | $19,634 | $185,883-89.4% | $170,043-88.5% | $139,466-85.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.46% | 60.54%-41.1pp | 53.40%-33.9pp | 373.66%-354.2pp |
| Employer contribution / active EE | $3,309 | $7,596-56.4% | $6,790-51.3% | $4,754-30.4% |
| Participant deferral / active EE | $7,461 | $11,626-35.8% | $10,410-28.3% | $6,712+11.2% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |