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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 | $13,721 | $160,070-91.4% | $147,117-90.7% | $145,897-90.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.63% | 98.69%-83.1pp | 420.54%-404.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $7,694 | $5,285+45.6% | $4,932+56.0% | $4,663+65.0% |
| Participant deferral / active EE | $7,392 | $8,419-12.2% | $8,065-8.3% | $6,689+10.5% |
| Admin fee / account holder | $106 | $15,035-99.3% | $12,993-99.2% | $13,390-99.2% |