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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 | $23,990 | $171,867-86.0% | $149,716-84.0% | $147,585-83.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.08% | 2113.36%-2097.3pp | 1501.67%-1485.6pp | 578.58%-562.5pp |
| Employer contribution / active EE | $5,982 | $6,275-4.7% | $5,444+9.9% | $4,876+22.7% |
| Participant deferral / active EE | $3,152 | $7,270-56.6% | $6,568-52.0% | $5,439-42.0% |
| Admin fee / account holder | $246 | $13,799-98.2% | $11,282-97.8% | $10,886-97.7% |