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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 | $16,022 | $137,414-88.3% | $189,537-91.5% | $85,847-81.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 18.61% | 38.14%-19.5pp | 555.34%-536.7pp | 318.61%-300.0pp |
| Employer contribution / active EE | $4,663 | $4,344+7.3% | $6,161-24.3% | $2,565+81.8% |
| Participant deferral / active EE | $4,838 | $6,260-22.7% | $8,220-41.1% | $3,952+22.4% |
| Admin fee / account holder | $261 | $8,630-97.0% | $12,048-97.8% | $6,261-95.8% |