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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 | $21,102 | $196,972-89.3% | $182,262-88.4% | $198,609-89.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.69% | 158.27%-138.6pp | 140.60%-120.9pp | 202.70%-183.0pp |
| Employer contribution / active EE | $10,533 | $5,364+96.4% | $5,046+108.8% | $5,055+108.4% |
| Participant deferral / active EE | $4,570 | $8,643-47.1% | $8,276-44.8% | $6,977-34.5% |
| Admin fee / account holder | $208 | $18,429-98.9% | $16,712-98.8% | $19,030-98.9% |