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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 | $16,903 | $160,040-89.4% | $147,096-88.5% | $145,877-88.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.72% | 98.49%-84.8pp | 419.75%-406.0pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,580 | $5,289-70.1% | $4,936-68.0% | $4,663-66.1% |
| Participant deferral / active EE | $4,389 | $8,429-47.9% | $8,071-45.6% | $6,691-34.4% |
| Admin fee / account holder | $53 | $15,050-99.6% | $13,005-99.6% | $13,402-99.6% |