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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 | $16,602 | $217,432-92.4% | $185,851-91.1% | $167,553-90.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.65% | 148.43%-136.8pp | 122.11%-110.5pp | 478.89%-467.2pp |
| Employer contribution / active EE | $3,974 | $5,874-32.3% | $5,168-23.1% | $4,840-17.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $129 | $19,820-99.4% | $16,245-99.2% | $12,316-99.0% |