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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 | $16,799 | $175,231-90.4% | $149,696-88.8% | $139,466-88.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.32% | 166.77%-155.4pp | 134.46%-123.1pp | 373.66%-362.3pp |
| Employer contribution / active EE | $7,396 | $5,478+35.0% | $4,821+53.4% | $4,754+55.6% |
| Participant deferral / active EE | $10,250 | $6,521+57.2% | $5,682+80.4% | $6,712+52.7% |
| Admin fee / account holder | $37 | $16,155-99.8% | $13,212-99.7% | $11,409-99.7% |