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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 | $8,074 | $217,427-96.3% | $185,837-95.7% | $167,518-95.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.97% | 148.39%-128.4pp | 122.08%-102.1pp | 478.71%-458.7pp |
| Employer contribution / active EE | $4,048 | $5,874-31.1% | $5,168-21.7% | $4,838-16.3% |
| Participant deferral / active EE | $4,423 | $6,357-30.4% | $5,568-20.6% | $6,342-30.3% |
| Admin fee / account holder | $231 | $19,816-98.8% | $16,241-98.6% | $12,312-98.1% |