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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 | $23,896 | $217,432-89.0% | $185,849-87.1% | $167,536-85.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.27% | 148.42%-131.2pp | 122.10%-104.8pp | 478.82%-461.6pp |
| Employer contribution / active EE | $4,171 | $5,875-29.0% | $5,169-19.3% | $4,839-13.8% |
| Participant deferral / active EE | $7,301 | $6,357+14.8% | $5,569+31.1% | $6,342+15.1% |
| Admin fee / account holder | $134 | $19,818-99.3% | $16,244-99.2% | $12,315-98.9% |