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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 | $15,026 | $175,259-91.4% | $149,723-90.0% | $139,487-89.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.08% | 166.82%-148.7pp | 134.50%-116.4pp | 373.84%-355.8pp |
| Employer contribution / active EE | $3,280 | $5,478-40.1% | $4,821-32.0% | $4,755-31.0% |
| Participant deferral / active EE | $3,211 | $6,522-50.8% | $5,682-43.5% | $6,713-52.2% |
| Admin fee / account holder | $205 | $16,158-98.7% | $13,215-98.5% | $11,407-98.2% |