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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 | $16,638 | $227,399-92.7% | $189,758-91.2% | $198,609-91.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 105.06% | 61.03%+44.0pp | 52.62%+52.4pp | 202.70%-97.6pp |
| Employer contribution / active EE | $2,845 | $5,526-48.5% | $4,767-40.3% | $5,055-43.7% |
| Participant deferral / active EE | $4,253 | $6,837-37.8% | $5,856-27.4% | $6,977-39.0% |
| Admin fee / account holder | $214 | $25,162-99.2% | $20,388-99.0% | $19,030-98.9% |