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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 | $8,105 | $114,093-92.9% | $96,171-91.6% | $167,536-95.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.29% | 190.00%-176.7pp | 192.04%-178.8pp | 478.82%-465.5pp |
| Employer contribution / active EE | $3,523 | $3,429+2.7% | $2,799+25.9% | $4,839-27.2% |
| Participant deferral / active EE | $3,346 | $5,197-35.6% | $4,350-23.1% | $6,342-47.2% |
| Admin fee / account holder | $34 | $6,899-99.5% | $5,538-99.4% | $12,315-99.7% |