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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 | $19,228 | $228,395-91.6% | $185,861-89.7% | $158,982-87.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 159.87% | 40.82%+119.1pp | 35.96%+123.9pp | 302.99%-143.1pp |
| Employer contribution / active EE | $1,658 | $4,968-66.6% | $4,088-59.4% | $4,763-65.2% |
| Participant deferral / active EE | $4,600 | $6,417-28.3% | $5,634-18.4% | $5,983-23.1% |
| Admin fee / account holder | $205 | $11,869-98.3% | $9,503-97.8% | $11,252-98.2% |