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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 | $14,702 | $144,130-89.8% | $117,861-87.5% | $147,586-90.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.89% | 531.20%-510.3pp | 335.11%-314.2pp | 578.59%-557.7pp |
| Employer contribution / active EE | $3,191 | $4,897-34.8% | $3,786-15.7% | $4,876-34.6% |
| Participant deferral / active EE | $3,362 | $5,316-36.8% | $4,482-25.0% | $5,439-38.2% |
| Admin fee / account holder | $97 | $10,887-99.1% | $8,021-98.8% | $10,886-99.1% |