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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 | $14,076 | $217,432-93.5% | $185,851-92.4% | $167,553-91.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.77% | 148.43%-133.7pp | 122.11%-107.3pp | 478.89%-464.1pp |
| Employer contribution / active EE | $5,850 | $5,874-0.4% | $5,168+13.2% | $4,840+20.9% |
| Participant deferral / active EE | $6,257 | $6,357-1.6% | $5,569+12.4% | $6,343-1.3% |
| Admin fee / account holder | $42 | $19,820-99.8% | $16,245-99.7% | $12,316-99.7% |