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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 | $15,460 | $185,905-91.7% | $170,057-90.9% | $139,487-88.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.79% | 60.56%-45.8pp | 53.42%-38.6pp | 373.84%-359.0pp |
| Employer contribution / active EE | $8,213 | $7,597+8.1% | $6,790+20.9% | $4,755+72.7% |
| Participant deferral / active EE | $3,034 | $11,627-73.9% | $10,411-70.9% | $6,713-54.8% |
| Admin fee / account holder | $43 | $15,397-99.7% | $12,826-99.7% | $11,407-99.6% |