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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 | $11,342 | $160,040-92.9% | $147,096-92.3% | $145,877-92.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.99% | 98.49%-79.5pp | 419.75%-400.8pp | 551.28%-532.3pp |
| Employer contribution / active EE | $3,014 | $5,289-43.0% | $4,936-38.9% | $4,663-35.4% |
| Participant deferral / active EE | $6,835 | $8,429-18.9% | $8,071-15.3% | $6,691+2.2% |
| Admin fee / account holder | $15 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |