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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 | $30,216 | $171,867-82.4% | $149,721-79.8% | $147,586-79.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.28% | 2113.36%-2096.1pp | 1501.67%-1484.4pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,965 | $6,275-68.7% | $5,444-63.9% | $4,876-59.7% |
| Participant deferral / active EE | $3,106 | $7,270-57.3% | $6,568-52.7% | $5,439-42.9% |
| Admin fee / account holder | $156 | $13,799-98.9% | $11,282-98.6% | $10,886-98.6% |