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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 | $13,592 | $226,090-94.0% | $182,531-92.6% | $152,885-91.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 24.41% | 192.57%-168.2pp | 148.57%-124.2pp | 345.39%-321.0pp |
| Employer contribution / active EE | $1,577 | $4,978-68.3% | $4,075-61.3% | $4,763-66.9% |
| Participant deferral / active EE | $1,577 | $6,369-75.2% | $5,525-71.5% | $5,851-73.1% |
| Admin fee / account holder | $114 | $10,705-98.9% | $8,593-98.7% | $11,598-99.0% |