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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 | $7,011 | $175,231-96.0% | $149,696-95.3% | $139,466-95.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 37.49% | 166.77%-129.3pp | 134.46%-97.0pp | 373.66%-336.2pp |
| Employer contribution / active EE | $3,514 | $5,478-35.9% | $4,821-27.1% | $4,754-26.1% |
| Participant deferral / active EE | $3,264 | $6,521-49.9% | $5,682-42.6% | $6,712-51.4% |
| Admin fee / account holder | $12 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |