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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 | $15,875 | $176,077-91.0% | $159,455-90.0% | $167,518-90.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.75% | 331.83%-313.1pp | 263.63%-244.9pp | 478.71%-460.0pp |
| Employer contribution / active EE | $3,251 | $5,298-38.6% | $4,830-32.7% | $4,838-32.8% |
| Participant deferral / active EE | $5,651 | $7,751-27.1% | $7,353-23.1% | $6,342-10.9% |
| Admin fee / account holder | $194 | $12,556-98.5% | $10,800-98.2% | $12,312-98.4% |