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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 | $12,870 | $166,089-92.3% | $164,928-92.2% | $145,978-91.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.48% | 100.26%-79.8pp | 70.08%-49.6pp | 550.52%-530.0pp |
| Employer contribution / active EE | $3,743 | $5,276-29.1% | $4,343-13.8% | $4,662-19.7% |
| Participant deferral / active EE | $4,998 | $6,961-28.2% | $6,034-17.2% | $6,690-25.3% |
| Admin fee / account holder | $17 | $16,641-99.9% | $12,684-99.9% | $13,400-99.9% |