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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 | $17,443 | $217,427-92.0% | $185,837-90.6% | $167,518-89.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.96% | 148.39%-129.4pp | 122.08%-103.1pp | 478.71%-459.8pp |
| Employer contribution / active EE | $2,399 | $5,874-59.2% | $5,168-53.6% | $4,838-50.4% |
| Participant deferral / active EE | $5,855 | $6,357-7.9% | $5,568+5.1% | $6,342-7.7% |
| Admin fee / account holder | $96 | $19,816-99.5% | $16,241-99.4% | $12,312-99.2% |