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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 | $23,991 | $198,462-87.9% | $170,439-85.9% | $147,585-83.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.37% | 257.30%-241.9pp | 205.94%-190.6pp | 578.58%-563.2pp |
| Employer contribution / active EE | $1,982 | $6,184-67.9% | $5,433-63.5% | $4,876-59.4% |
| Participant deferral / active EE | $3,447 | $5,629-38.8% | $4,939-30.2% | $5,439-36.6% |
| Admin fee / account holder | $14 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |