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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 | $19,769 | $217,432-90.9% | $185,851-89.4% | $167,553-88.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.92% | 148.43%-124.5pp | 122.11%-98.2pp | 478.89%-455.0pp |
| Employer contribution / active EE | $1,831 | $5,874-68.8% | $5,168-64.6% | $4,840-62.2% |
| Participant deferral / active EE | $4,173 | $6,357-34.4% | $5,569-25.1% | $6,343-34.2% |
| Admin fee / account holder | $12 | $19,820-99.9% | $16,245-99.9% | $12,316-99.9% |