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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 | $15,130 | $166,268-90.9% | $165,100-90.8% | $145,897-89.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.76% | 100.52%-91.8pp | 70.21%-61.4pp | 552.29%-543.5pp |
| Employer contribution / active EE | $5,381 | $5,284+1.8% | $4,348+23.7% | $4,663+15.4% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $91 | $16,659-99.5% | $12,696-99.3% | $13,390-99.3% |