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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 | $11,674 | $144,130-91.9% | $117,861-90.1% | $147,586-92.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 25.80% | 531.20%-505.4pp | 335.11%-309.3pp | 578.59%-552.8pp |
| Employer contribution / active EE | $1,748 | $4,897-64.3% | $3,786-53.8% | $4,876-64.1% |
| Participant deferral / active EE | $2,682 | $5,316-49.6% | $4,482-40.2% | $5,439-50.7% |
| Admin fee / account holder | $225 | $10,887-97.9% | $8,021-97.2% | $10,886-97.9% |