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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 | $23,945 | $217,392-89.0% | $185,818-87.1% | $167,497-85.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.06% | 148.37%-125.3pp | 122.06%-99.0pp | 478.62%-455.6pp |
| Employer contribution / active EE | $2,218 | $5,873-62.2% | $5,168-57.1% | $4,838-54.1% |
| Participant deferral / active EE | $7,511 | $6,357+18.2% | $5,568+34.9% | $6,341+18.4% |
| Admin fee / account holder | $84 | $19,813-99.6% | $16,239-99.5% | $12,310-99.3% |