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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 | $15,805 | $175,231-91.0% | $149,696-89.4% | $139,466-88.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.89% | 166.77%-138.9pp | 134.46%-106.6pp | 373.66%-345.8pp |
| Employer contribution / active EE | $3,480 | $5,478-36.5% | $4,821-27.8% | $4,754-26.8% |
| Participant deferral / active EE | $3,480 | $6,521-46.6% | $5,682-38.8% | $6,712-48.2% |
| Admin fee / account holder | $5 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |