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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 | $14,512 | $165,584-91.2% | $142,942-89.8% | $137,256-89.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 31.57% | 164.22%-132.6pp | 113.70%-82.1pp | 220.34%-188.8pp |
| Employer contribution / active EE | $1,805 | $4,725-61.8% | $4,139-56.4% | $4,156-56.6% |
| Participant deferral / active EE | $7,221 | $8,194-11.9% | $7,128+1.3% | $6,407+12.7% |
| Admin fee / account holder | $14 | $16,167-99.9% | $12,475-99.9% | $12,270-99.9% |