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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 | $16,972 | $198,457-91.4% | $170,435-90.0% | $147,586-88.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.53% | 257.30%-242.8pp | 205.94%-191.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $3,600 | $6,183-41.8% | $5,432-33.7% | $4,876-26.2% |
| Participant deferral / active EE | $3,108 | $5,629-44.8% | $4,939-37.1% | $5,439-42.8% |
| Admin fee / account holder | $60 | $16,852-99.6% | $13,881-99.6% | $10,886-99.4% |