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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 | $16,488 | $176,105-90.6% | $159,474-89.7% | $167,536-90.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.06% | 331.91%-315.8pp | 263.68%-247.6pp | 478.82%-462.8pp |
| Employer contribution / active EE | $3,550 | $5,299-33.0% | $4,831-26.5% | $4,839-26.6% |
| Participant deferral / active EE | $3,620 | $7,751-53.3% | $7,353-50.8% | $6,342-42.9% |
| Admin fee / account holder | $88 | $12,559-99.3% | $10,802-99.2% | $12,315-99.3% |