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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 | $9,760 | $183,516-94.7% | $155,534-93.7% | $145,884-93.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.39% | 61.43%-50.0pp | 64.92%-53.5pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,113 | $5,315-79.1% | $4,675-76.2% | $4,662-76.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |