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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 | $19,725 | $198,457-90.1% | $170,435-88.4% | $147,586-86.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.53% | 257.30%-234.8pp | 205.94%-183.4pp | 578.59%-556.1pp |
| Employer contribution / active EE | $1,384 | $6,183-77.6% | $5,432-74.5% | $4,876-71.6% |
| Participant deferral / active EE | $5,139 | $5,629-8.7% | $4,939+4.0% | $5,439-5.5% |
| Admin fee / account holder | $117 | $16,852-99.3% | $13,881-99.2% | $10,886-98.9% |