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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 | $10,488 | $196,972-94.7% | $182,262-94.2% | $198,609-94.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.50% | 158.27%-135.8pp | 140.60%-118.1pp | 202.70%-180.2pp |
| Employer contribution / active EE | $2,666 | $5,364-50.3% | $5,046-47.2% | $5,055-47.3% |
| Participant deferral / active EE | $4,607 | $8,643-46.7% | $8,276-44.3% | $6,977-34.0% |
| Admin fee / account holder | $30 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |