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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 | $20,094 | $165,361-87.8% | $149,715-86.6% | $158,950-87.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.14% | 348.24%-320.1pp | 276.66%-248.5pp | 302.91%-274.8pp |
| Employer contribution / active EE | $11,375 | $5,103+122.9% | $4,645+144.9% | $4,762+138.9% |
| Participant deferral / active EE | $3,875 | $7,182-46.0% | $6,842-43.4% | $5,983-35.2% |
| Admin fee / account holder | $283 | $10,808-97.4% | $9,310-97.0% | $11,248-97.5% |