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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 | $16,215 | $209,428-92.3% | $178,498-90.9% | $158,950-89.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.91% | 188.78%-164.9pp | 151.09%-127.2pp | 302.91%-279.0pp |
| Employer contribution / active EE | $1,908 | $5,707-66.6% | $5,011-61.9% | $4,762-59.9% |
| Participant deferral / active EE | $4,580 | $5,955-23.1% | $5,202-12.0% | $5,983-23.5% |
| Admin fee / account holder | $119 | $17,077-99.3% | $13,985-99.1% | $11,248-98.9% |