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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 | $17,277 | $160,070-89.2% | $147,117-88.3% | $145,897-88.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.70% | 98.69%-87.0pp | 420.54%-408.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $3,984 | $5,285-24.6% | $4,932-19.2% | $4,663-14.6% |
| Participant deferral / active EE | $6,411 | $8,419-23.9% | $8,065-20.5% | $6,689-4.2% |
| Admin fee / account holder | $140 | $15,035-99.1% | $12,993-98.9% | $13,390-99.0% |