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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 | $6,030 | $105,160-94.3% | $94,679-93.6% | $139,456-95.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.19% | 38.04%-20.9pp | 156.75%-139.6pp | 373.45%-356.3pp |
| Employer contribution / active EE | $2,150 | $4,107-47.6% | $3,673-41.5% | $4,753-54.8% |
| Participant deferral / active EE | $2,975 | $7,599-60.8% | $7,417-59.9% | $6,711-55.7% |
| Admin fee / account holder | $37 | $8,988-99.6% | $7,233-99.5% | $11,407-99.7% |