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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 | $12,967 | $198,462-93.5% | $170,439-92.4% | $147,585-91.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.54% | 257.30%-244.8pp | 205.94%-193.4pp | 578.58%-566.0pp |
| Employer contribution / active EE | $4,088 | $6,184-33.9% | $5,433-24.7% | $4,876-16.2% |
| Participant deferral / active EE | $4,465 | $5,629-20.7% | $4,939-9.6% | $5,439-17.9% |
| Admin fee / account holder | $52 | $16,852-99.7% | $13,881-99.6% | $10,886-99.5% |