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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 | $18,819 | $176,120-89.3% | $159,487-88.2% | $167,553-88.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.00% | 331.95%-306.9pp | 263.71%-238.7pp | 478.89%-453.9pp |
| Employer contribution / active EE | $1,414 | $5,299-73.3% | $4,831-70.7% | $4,840-70.8% |
| Participant deferral / active EE | $6,865 | $7,752-11.4% | $7,354-6.6% | $6,343+8.2% |
| Admin fee / account holder | $13 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |