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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 | $16,744 | $175,231-90.4% | $149,696-88.8% | $139,466-88.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 34.42% | 166.77%-132.4pp | 134.46%-100.0pp | 373.66%-339.2pp |
| Employer contribution / active EE | $1,588 | $5,478-71.0% | $4,821-67.1% | $4,754-66.6% |
| Participant deferral / active EE | $8,569 | $6,521+31.4% | $5,682+50.8% | $6,712+27.7% |
| Admin fee / account holder | $42 | $16,155-99.7% | $13,212-99.7% | $11,409-99.6% |