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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 | $13,164 | $175,231-92.5% | $149,696-91.2% | $139,466-90.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 32.80% | 166.77%-134.0pp | 134.46%-101.7pp | 373.66%-340.9pp |
| Employer contribution / active EE | $3,566 | $5,478-34.9% | $4,821-26.0% | $4,754-25.0% |
| Participant deferral / active EE | $3,566 | $6,521-45.3% | $5,682-37.2% | $6,712-46.9% |
| Admin fee / account holder | $14 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |