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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 | $19,173 | $217,432-91.2% | $185,849-89.7% | $167,536-88.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.14% | 148.42%-129.3pp | 122.10%-103.0pp | 478.82%-459.7pp |
| Employer contribution / active EE | $2,103 | $5,875-64.2% | $5,169-59.3% | $4,839-56.5% |
| Participant deferral / active EE | $2,697 | $6,357-57.6% | $5,569-51.6% | $6,342-57.5% |
| Admin fee / account holder | $20 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |