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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 | $159,934-91.4% | $147,005-90.7% | $145,959-90.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.63% | 98.24%-82.6pp | 418.76%-403.1pp | 561.95%-546.3pp |
| Employer contribution / active EE | $7,694 | $5,287+45.5% | $4,934+55.9% | $4,661+65.1% |
| Participant deferral / active EE | $7,392 | $8,427-12.3% | $8,070-8.4% | $6,689+10.5% |
| Admin fee / account holder | $106 | $15,053-99.3% | $13,006-99.2% | $13,398-99.2% |