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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 | $15,763 | $160,028-90.1% | $147,080-89.3% | $145,884-89.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.85% | 98.60%-87.7pp | 420.17%-409.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $3,100 | $5,286-41.4% | $4,933-37.2% | $4,662-33.5% |
| Participant deferral / active EE | $4,571 | $8,422-45.7% | $8,066-43.3% | $6,690-31.7% |
| Admin fee / account holder | $297 | $15,030-98.0% | $12,989-97.7% | $13,392-97.8% |