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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 | $20,070 | $144,130-86.1% | $117,861-83.0% | $147,586-86.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.47% | 531.20%-515.7pp | 335.11%-319.6pp | 578.59%-563.1pp |
| Employer contribution / active EE | $8,764 | $4,897+79.0% | $3,786+131.5% | $4,876+79.7% |
| Participant deferral / active EE | $8,154 | $5,316+53.4% | $4,482+81.9% | $5,439+49.9% |
| Admin fee / account holder | $74 | $10,887-99.3% | $8,021-99.1% | $10,886-99.3% |