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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 | $24,451 | $217,432-88.8% | $185,849-86.8% | $167,536-85.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 114.03% | 148.42%-34.4pp | 122.10%-8.1pp | 478.82%-364.8pp |
| Employer contribution / active EE | $1,277 | $5,875-78.3% | $5,169-75.3% | $4,839-73.6% |
| Participant deferral / active EE | $8,105 | $6,357+27.5% | $5,569+45.5% | $6,342+27.8% |
| Admin fee / account holder | $14 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |