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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 | $16,948 | $175,231-90.3% | $149,696-88.7% | $139,466-87.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 29.97% | 166.77%-136.8pp | 134.46%-104.5pp | 373.66%-343.7pp |
| Employer contribution / active EE | $3,575 | $5,478-34.7% | $4,821-25.8% | $4,754-24.8% |
| Participant deferral / active EE | $5,141 | $6,521-21.2% | $5,682-9.5% | $6,712-23.4% |
| Admin fee / account holder | $12 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |