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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 | $13,205 | $198,457-93.3% | $170,435-92.3% | $147,586-91.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.28% | 257.30%-242.0pp | 205.94%-190.7pp | 578.59%-563.3pp |
| Employer contribution / active EE | $2,814 | $6,183-54.5% | $5,432-48.2% | $4,876-42.3% |
| Participant deferral / active EE | $2,407 | $5,629-57.2% | $4,939-51.3% | $5,439-55.7% |
| Admin fee / account holder | $230 | $16,852-98.6% | $13,881-98.3% | $10,886-97.9% |