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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 | $13,424 | $159,978-91.6% | $147,041-90.9% | $145,978-90.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.47% | 98.36%-81.9pp | 419.21%-402.7pp | 550.52%-534.0pp |
| Employer contribution / active EE | $2,515 | $5,288-52.4% | $4,935-49.0% | $4,662-46.1% |
| Participant deferral / active EE | $3,875 | $8,429-54.0% | $8,071-52.0% | $6,690-42.1% |
| Admin fee / account holder | $297 | $15,053-98.0% | $13,006-97.7% | $13,400-97.8% |