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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 | $15,843 | $150,447-89.5% | $136,298-88.4% | $147,586-89.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.91% | 1049.15%-1031.2pp | 5156.27%-5138.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $1,976 | $5,256-62.4% | $4,696-57.9% | $4,876-59.5% |
| Participant deferral / active EE | $3,806 | $6,631-42.6% | $6,247-39.1% | $5,439-30.0% |
| Admin fee / account holder | $146 | $10,906-98.7% | $9,244-98.4% | $10,886-98.7% |