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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 | $19,716 | $157,276-87.5% | $141,177-86.0% | $152,885-87.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 68.83% | 64.33%+4.5pp | 71.40%-2.6pp | 345.39%-276.6pp |
| Employer contribution / active EE | $13,901 | $5,262+164.2% | $4,736+193.5% | $4,763+191.8% |
| Participant deferral / active EE | $28,599 | $7,110+302.2% | $6,710+326.2% | $5,851+388.8% |
| Admin fee / account holder | $5 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |