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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 | $12,508 | $176,105-92.9% | $159,474-92.2% | $167,536-92.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 34.44% | 331.91%-297.5pp | 263.68%-229.2pp | 478.82%-444.4pp |
| Employer contribution / active EE | $1,441 | $5,299-72.8% | $4,831-70.2% | $4,839-70.2% |
| Participant deferral / active EE | $7,526 | $7,751-2.9% | $7,353+2.3% | $6,342+18.7% |
| Admin fee / account holder | $63 | $12,559-99.5% | $10,802-99.4% | $12,315-99.5% |