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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 | $19,281 | $201,370-90.4% | $184,256-89.5% | $145,897-86.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 82.93% | 29.05%+53.9pp | 28.85%+54.1pp | 552.29%-469.4pp |
| Employer contribution / active EE | $2,528 | $7,024-64.0% | $6,427-60.7% | $4,663-45.8% |
| Participant deferral / active EE | $4,927 | $9,808-49.8% | $9,133-46.1% | $6,689-26.3% |
| Admin fee / account holder | $7 | $16,364-100.0% | $13,899-99.9% | $13,390-99.9% |