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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 | $16,600 | $144,130-88.5% | $117,861-85.9% | $147,586-88.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 21.20% | 531.20%-510.0pp | 335.11%-313.9pp | 578.59%-557.4pp |
| Employer contribution / active EE | $1,753 | $4,897-64.2% | $3,786-53.7% | $4,876-64.0% |
| Participant deferral / active EE | $3,190 | $5,316-40.0% | $4,482-28.8% | $5,439-41.3% |
| Admin fee / account holder | $148 | $10,887-98.6% | $8,021-98.2% | $10,886-98.6% |