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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 | $11,934 | $289,211-95.9% | $260,467-95.4% | $198,609-94.0% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 21.21% | 112.90%-91.7pp | 100.60%-79.4pp | 202.70%-181.5pp |
| Employer contribution / active EE | $3,779 | $4,663-19.0% | $4,239-10.9% | $5,055-25.3% |
| Participant deferral / active EE | $5,013 | $6,812-26.4% | $6,319-20.7% | $6,977-28.1% |
| Admin fee / account holder | $139 | $16,236-99.1% | $15,461-99.1% | $19,030-99.3% |