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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 | $14,579 | $160,040-90.9% | $147,096-90.1% | $145,877-90.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.36% | 98.49%-78.1pp | 419.75%-399.4pp | 551.28%-530.9pp |
| Employer contribution / active EE | $1,993 | $5,289-62.3% | $4,936-59.6% | $4,663-57.3% |
| Participant deferral / active EE | $3,957 | $8,429-53.1% | $8,071-51.0% | $6,691-40.9% |
| Admin fee / account holder | $34 | $15,050-99.8% | $13,005-99.7% | $13,402-99.7% |