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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 | $18,869 | $144,130-86.9% | $117,861-84.0% | $147,586-87.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.55% | 531.20%-517.6pp | 335.11%-321.6pp | 578.59%-565.0pp |
| Employer contribution / active EE | $2,444 | $4,897-50.1% | $3,786-35.5% | $4,876-49.9% |
| Participant deferral / active EE | $2,910 | $5,316-45.3% | $4,482-35.1% | $5,439-46.5% |
| Admin fee / account holder | $130 | $10,887-98.8% | $8,021-98.4% | $10,886-98.8% |