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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 | $14,827 | $175,212-91.5% | $149,682-90.1% | $139,427-89.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.48% | 166.63%-148.1pp | 134.35%-115.9pp | 373.27%-354.8pp |
| Employer contribution / active EE | $2,399 | $5,475-56.2% | $4,818-50.2% | $4,752-49.5% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $96 | $16,150-99.4% | $13,210-99.3% | $11,404-99.2% |