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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 | $15,496 | $183,592-91.6% | $155,574-90.0% | $145,877-89.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.65% | 61.37%-43.7pp | 64.87%-47.2pp | 551.28%-533.6pp |
| Employer contribution / active EE | $1,709 | $5,317-67.9% | $4,676-63.4% | $4,663-63.3% |
| Participant deferral / active EE | $3,460 | $6,466-46.5% | $5,629-38.5% | $6,691-48.3% |
| Admin fee / account holder | $88 | $19,316-99.5% | $15,914-99.4% | $13,402-99.3% |