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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 | $14,303 | $175,231-91.8% | $149,696-90.4% | $139,466-89.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.16% | 166.77%-148.6pp | 134.46%-116.3pp | 373.66%-355.5pp |
| Employer contribution / active EE | $1,179 | $5,478-78.5% | $4,821-75.5% | $4,754-75.2% |
| Participant deferral / active EE | $4,891 | $6,521-25.0% | $5,682-13.9% | $6,712-27.1% |
| Admin fee / account holder | $279 | $16,155-98.3% | $13,212-97.9% | $11,409-97.6% |