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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 | $15,260 | $160,040-90.5% | $147,096-89.6% | $145,877-89.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.82% | 98.49%-81.7pp | 419.75%-402.9pp | 551.28%-534.5pp |
| Employer contribution / active EE | $3,600 | $5,289-31.9% | $4,936-27.1% | $4,663-22.8% |
| Participant deferral / active EE | $7,050 | $8,429-16.4% | $8,071-12.7% | $6,691+5.4% |
| Admin fee / account holder | $53 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |