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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 | $21,313 | $289,211-92.6% | $260,467-91.8% | $198,609-89.3% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 8.39% | 112.90%-104.5pp | 100.60%-92.2pp | 202.70%-194.3pp |
| Employer contribution / active EE | $1,250 | $4,663-73.2% | $4,239-70.5% | $5,055-75.3% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $154 | $16,236-99.1% | $15,461-99.0% | $19,030-99.2% |