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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 | $14,635 | $160,040-90.9% | $147,096-90.1% | $145,877-90.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.68% | 98.49%-70.8pp | 419.75%-392.1pp | 551.28%-523.6pp |
| Employer contribution / active EE | $4,284 | $5,289-19.0% | $4,936-13.2% | $4,663-8.1% |
| Participant deferral / active EE | $9,001 | $8,429+6.8% | $8,071+11.5% | $6,691+34.5% |
| Admin fee / account holder | $119 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |