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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 | $16,132 | $176,105-90.8% | $159,474-89.9% | $167,536-90.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 34.64% | 331.91%-297.3pp | 263.68%-229.0pp | 478.82%-444.2pp |
| Employer contribution / active EE | $2,237 | $5,299-57.8% | $4,831-53.7% | $4,839-53.8% |
| Participant deferral / active EE | $7,175 | $7,751-7.4% | $7,353-2.4% | $6,342+13.1% |
| Admin fee / account holder | $35 | $12,559-99.7% | $10,802-99.7% | $12,315-99.7% |