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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 | $21,926 | $217,427-89.9% | $185,837-88.2% | $167,518-86.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.78% | 148.39%-132.6pp | 122.08%-106.3pp | 478.71%-462.9pp |
| Employer contribution / active EE | $4,480 | $5,874-23.7% | $5,168-13.3% | $4,838-7.4% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,568+16.7% | $6,342+2.5% |
| Admin fee / account holder | $12 | $19,816-99.9% | $16,241-99.9% | $12,312-99.9% |