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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 | $12,449 | $217,432-94.3% | $185,849-93.3% | $167,536-92.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.47% | 148.42%-122.0pp | 122.10%-95.6pp | 478.82%-452.4pp |
| Employer contribution / active EE | $2,634 | $5,875-55.2% | $5,169-49.0% | $4,839-45.6% |
| Participant deferral / active EE | $4,177 | $6,357-34.3% | $5,569-25.0% | $6,342-34.1% |
| Admin fee / account holder | $78 | $19,818-99.6% | $16,244-99.5% | $12,315-99.4% |