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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 | $20,914 | $198,461-89.5% | $170,436-87.7% | $147,585-85.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.95% | 257.30%-238.3pp | 205.94%-187.0pp | 578.57%-559.6pp |
| Employer contribution / active EE | $1,659 | $6,184-73.2% | $5,433-69.5% | $4,876-66.0% |
| Participant deferral / active EE | $5,057 | $5,629-10.2% | $4,939+2.4% | $5,439-7.0% |
| Admin fee / account holder | $141 | $16,852-99.2% | $13,880-99.0% | $10,885-98.7% |