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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 | $23,096 | $144,124-84.0% | $117,857-80.4% | $147,585-84.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 25.40% | 531.17%-505.8pp | 335.09%-309.7pp | 578.57%-553.2pp |
| Employer contribution / active EE | $3,447 | $4,897-29.6% | $3,786-9.0% | $4,876-29.3% |
| Participant deferral / active EE | $8,754 | $5,316+64.7% | $4,482+95.3% | $5,439+61.0% |
| Admin fee / account holder | $109 | $10,886-99.0% | $8,020-98.6% | $10,885-99.0% |