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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 | $16,221 | $217,432-92.5% | $185,849-91.3% | $167,536-90.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.31% | 148.42%-126.1pp | 122.10%-99.8pp | 478.82%-456.5pp |
| Employer contribution / active EE | $3,069 | $5,875-47.8% | $5,169-40.6% | $4,839-36.6% |
| Participant deferral / active EE | $5,696 | $6,357-10.4% | $5,569+2.3% | $6,342-10.2% |
| Admin fee / account holder | $106 | $19,818-99.5% | $16,244-99.3% | $12,315-99.1% |