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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 | $3,917 | $160,028-97.6% | $147,080-97.3% | $145,884-97.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.23% | 98.60%-75.4pp | 420.17%-396.9pp | 551.85%-528.6pp |
| Employer contribution / active EE | $3,536 | $5,286-33.1% | $4,933-28.3% | $4,662-24.2% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $175 | $15,030-98.8% | $12,989-98.6% | $13,392-98.7% |