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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 | $21,616 | $226,135-90.4% | $182,558-88.2% | $152,909-85.9% |
| Participation rate | 81.0% | 82.5%-1.5pp | 78.0%+3.0pp | 82.5%-1.5pp |
| Annual return | 22.22% | 192.60%-170.4pp | 148.59%-126.4pp | 345.46%-323.2pp |
| Employer contribution / active EE | $2,400 | $4,979-51.8% | $4,076-41.1% | $4,764-49.6% |
| Participant deferral / active EE | $4,207 | $6,371-34.0% | $5,526-23.9% | $5,851-28.1% |
| Admin fee / account holder | $11 | $10,707-99.9% | $8,594-99.9% | $11,601-99.9% |