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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 | $20,968 | $127,096-83.5% | $105,736-80.2% | $135,380-84.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 55.32% | 4.49%+50.8pp | 6.27%+49.0pp | 519.81%-464.5pp |
| Employer contribution / active EE | $6,204 | $4,107+51.1% | $3,268+89.8% | $4,779+29.8% |
| Participant deferral / active EE | $6,125 | $5,064+20.9% | $4,080+50.1% | $5,609+9.2% |
| Admin fee / account holder | $107 | $9,087-98.8% | $6,913-98.5% | $10,828-99.0% |