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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 | $13,477 | $209,425-93.6% | $178,499-92.4% | $158,966-91.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 146.16% | 188.80%-42.6pp | 151.10%-4.9pp | 302.95%-156.8pp |
| Employer contribution / active EE | $2,174 | $5,707-61.9% | $5,011-56.6% | $4,762-54.4% |
| Participant deferral / active EE | $4,155 | $5,955-30.2% | $5,202-20.1% | $5,983-30.6% |
| Admin fee / account holder | $101 | $17,078-99.4% | $13,986-99.3% | $11,250-99.1% |