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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 | $20,610 | $198,457-89.6% | $170,435-87.9% | $147,586-86.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.60% | 257.30%-235.7pp | 205.94%-184.3pp | 578.59%-557.0pp |
| Employer contribution / active EE | $1,328 | $6,183-78.5% | $5,432-75.6% | $4,876-72.8% |
| Participant deferral / active EE | $2,575 | $5,629-54.3% | $4,939-47.9% | $5,439-52.7% |
| Admin fee / account holder | $76 | $16,852-99.5% | $13,881-99.5% | $10,886-99.3% |