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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 | $15,497 | $160,040-90.3% | $147,096-89.5% | $145,877-89.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.62% | 98.49%-70.9pp | 419.75%-392.1pp | 551.28%-523.7pp |
| Employer contribution / active EE | $2,064 | $5,289-61.0% | $4,936-58.2% | $4,663-55.7% |
| Participant deferral / active EE | $4,697 | $8,429-44.3% | $8,071-41.8% | $6,691-29.8% |
| Admin fee / account holder | $220 | $15,050-98.5% | $13,005-98.3% | $13,402-98.4% |