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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 | $19,339 | $198,457-90.3% | $170,435-88.7% | $147,586-86.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 27.04% | 257.30%-230.3pp | 205.94%-178.9pp | 578.59%-551.5pp |
| Employer contribution / active EE | $1,473 | $6,183-76.2% | $5,432-72.9% | $4,876-69.8% |
| Participant deferral / active EE | $5,658 | $5,629+0.5% | $4,939+14.5% | $5,439+4.0% |
| Admin fee / account holder | $213 | $16,852-98.7% | $13,881-98.5% | $10,886-98.0% |