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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 | $18,180 | $203,436-91.1% | $152,466-88.1% | $167,518-89.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 28.40% | 13.80%+14.6pp | 757.33%-728.9pp | 478.71%-450.3pp |
| Employer contribution / active EE | $3,025 | $5,220-42.0% | $4,327-30.1% | $4,838-37.5% |
| Participant deferral / active EE | $8,790 | $6,716+30.9% | $5,820+51.0% | $6,342+38.6% |
| Admin fee / account holder | $142 | $22,506-99.4% | $15,805-99.1% | $12,312-98.9% |