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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 | $14,511 | $196,972-92.6% | $182,262-92.0% | $198,609-92.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.61% | 158.27%-135.7pp | 140.60%-118.0pp | 202.70%-180.1pp |
| Employer contribution / active EE | $2,862 | $5,364-46.6% | $5,046-43.3% | $5,055-43.4% |
| Participant deferral / active EE | $4,106 | $8,643-52.5% | $8,276-50.4% | $6,977-41.1% |
| Admin fee / account holder | $44 | $18,429-99.8% | $16,712-99.7% | $19,030-99.8% |