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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 | $11,681 | $160,028-92.7% | $147,080-92.1% | $145,884-92.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.02% | 98.60%-83.6pp | 420.17%-405.2pp | 551.85%-536.8pp |
| Employer contribution / active EE | $2,053 | $5,286-61.2% | $4,933-58.4% | $4,662-56.0% |
| Participant deferral / active EE | $5,880 | $8,422-30.2% | $8,066-27.1% | $6,690-12.1% |
| Admin fee / account holder | $105 | $15,030-99.3% | $12,989-99.2% | $13,392-99.2% |