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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 | $18,972 | $176,077-89.2% | $159,455-88.1% | $167,518-88.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.06% | 331.83%-309.8pp | 263.63%-241.6pp | 478.71%-456.7pp |
| Employer contribution / active EE | $3,884 | $5,298-26.7% | $4,830-19.6% | $4,838-19.7% |
| Participant deferral / active EE | $7,295 | $7,751-5.9% | $7,353-0.8% | $6,342+15.0% |
| Admin fee / account holder | $197 | $12,556-98.4% | $10,800-98.2% | $12,312-98.4% |