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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 | $13,641 | $198,457-93.1% | $170,435-92.0% | $147,586-90.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.88% | 257.30%-234.4pp | 205.94%-183.1pp | 578.59%-555.7pp |
| Employer contribution / active EE | $1,904 | $6,183-69.2% | $5,432-65.0% | $4,876-61.0% |
| Participant deferral / active EE | $8,490 | $5,629+50.8% | $4,939+71.9% | $5,439+56.1% |
| Admin fee / account holder | $27 | $16,852-99.8% | $13,881-99.8% | $10,886-99.8% |