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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 | $22,646 | $171,492-86.8% | $150,734-85.0% | $198,609-88.6% |
| Participation rate | 92.3% | 81.4%+10.9pp | 78.4%+13.9pp | 82.4%+9.9pp |
| Annual return | 19.58% | 804.70%-785.1pp | 600.81%-581.2pp | 202.70%-183.1pp |
| Employer contribution / active EE | $2,415 | $5,470-55.8% | $4,918-50.9% | $5,055-52.2% |
| Participant deferral / active EE | $3,724 | $6,259-40.5% | $5,610-33.6% | $6,977-46.6% |
| Admin fee / account holder | $256 | $17,628-98.5% | $14,905-98.3% | $19,030-98.7% |