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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 | $16,143 | $183,988-91.2% | $162,177-90.0% | $152,897-89.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 30.99% | 150.79%-119.8pp | 115.60%-84.6pp | 345.43%-314.4pp |
| Employer contribution / active EE | $1,737 | $6,370-72.7% | $5,613-69.1% | $4,764-63.5% |
| Participant deferral / active EE | $5,750 | $8,032-28.4% | $7,297-21.2% | $5,851-1.7% |
| Admin fee / account holder | $77 | $13,123-99.4% | $10,843-99.3% | $11,599-99.3% |