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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 | $12,087 | $185,883-93.5% | $170,043-92.9% | $139,466-91.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 87.07% | 60.54%+26.5pp | 53.40%+33.7pp | 373.66%-286.6pp |
| Employer contribution / active EE | $2,636 | $7,596-65.3% | $6,790-61.2% | $4,754-44.6% |
| Participant deferral / active EE | $5,835 | $11,626-49.8% | $10,410-43.9% | $6,712-13.1% |
| Admin fee / account holder | $6 | $15,393-100.0% | $12,824-100.0% | $11,409-99.9% |