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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 | $23,788 | $171,492-86.1% | $150,734-84.2% | $198,609-88.0% |
| Participation rate | 87.5% | 81.4%+6.1pp | 78.4%+9.1pp | 82.4%+5.1pp |
| Annual return | 23.04% | 804.70%-781.7pp | 600.81%-577.8pp | 202.70%-179.7pp |
| Employer contribution / active EE | $2,015 | $5,470-63.2% | $4,918-59.0% | $5,055-60.1% |
| Participant deferral / active EE | $3,351 | $6,259-46.5% | $5,610-40.3% | $6,977-52.0% |
| Admin fee / account holder | $41 | $17,628-99.8% | $14,905-99.7% | $19,030-99.8% |