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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 | $17,096 | $209,888-91.9% | $189,545-91.0% | $167,553-89.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.57% | 748.66%-733.1pp | 555.36%-539.8pp | 478.89%-463.3pp |
| Employer contribution / active EE | $2,679 | $6,915-61.3% | $6,162-56.5% | $4,840-44.6% |
| Participant deferral / active EE | $5,333 | $8,934-40.3% | $8,220-35.1% | $6,343-15.9% |
| Admin fee / account holder | $2 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |