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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 | $11,000 | $226,135-95.1% | $182,558-94.0% | $152,909-92.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 9.64% | 192.60%-183.0pp | 148.59%-139.0pp | 345.46%-335.8pp |
| Employer contribution / active EE | $3,681 | $4,979-26.1% | $4,076-9.7% | $4,764-22.7% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $96 | $10,707-99.1% | $8,594-98.9% | $11,601-99.2% |