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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 | $19,001 | $152,619-87.6% | $125,195-84.8% | $152,909-87.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 44.70% | 54.85%-10.2pp | 43.79%+0.9pp | 345.46%-300.8pp |
| Employer contribution / active EE | $6,353 | $4,947+28.4% | $3,866+64.3% | $4,764+33.4% |
| Participant deferral / active EE | $5,200 | $5,869-11.4% | $4,937+5.3% | $5,851-11.1% |
| Admin fee / account holder | $15 | $13,437-99.9% | $9,704-99.8% | $11,601-99.9% |