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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 | $13,773 | $175,259-92.1% | $149,723-90.8% | $139,487-90.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.95% | 166.82%-145.9pp | 134.50%-113.5pp | 373.84%-352.9pp |
| Employer contribution / active EE | $1,585 | $5,478-71.1% | $4,821-67.1% | $4,755-66.7% |
| Participant deferral / active EE | $3,757 | $6,522-42.4% | $5,682-33.9% | $6,713-44.0% |
| Admin fee / account holder | $191 | $16,158-98.8% | $13,215-98.6% | $11,407-98.3% |