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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 | $18,244 | $177,353-89.7% | $158,226-88.5% | $198,609-90.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 21.22% | 599.50%-578.3pp | 501.41%-480.2pp | 202.70%-181.5pp |
| Employer contribution / active EE | $2,447 | $3,239-24.4% | $2,986-18.0% | $5,055-51.6% |
| Participant deferral / active EE | $2,832 | $4,615-38.6% | $4,317-34.4% | $6,977-59.4% |
| Admin fee / account holder | $207 | $10,960-98.1% | $10,217-98.0% | $19,030-98.9% |