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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 | $13,175 | $159,978-91.8% | $147,041-91.0% | $145,978-91.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.38% | 98.36%-83.0pp | 419.21%-403.8pp | 550.52%-535.1pp |
| Employer contribution / active EE | $3,039 | $5,288-42.5% | $4,935-38.4% | $4,662-34.8% |
| Participant deferral / active EE | $3,919 | $8,429-53.5% | $8,071-51.4% | $6,690-41.4% |
| Admin fee / account holder | $28 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |