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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 | $16,751 | $217,432-92.3% | $185,849-91.0% | $167,536-90.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.43% | 148.42%-138.0pp | 122.10%-111.7pp | 478.82%-468.4pp |
| Employer contribution / active EE | $2,740 | $5,875-53.4% | $5,169-47.0% | $4,839-43.4% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $100 | $19,818-99.5% | $16,244-99.4% | $12,315-99.2% |