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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 | $160,028-91.4% | $147,080-90.7% | $145,884-90.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.63% | 98.60%-83.0pp | 420.17%-404.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $7,694 | $5,286+45.6% | $4,933+56.0% | $4,662+65.0% |
| Participant deferral / active EE | $7,392 | $8,422-12.2% | $8,066-8.4% | $6,690+10.5% |
| Admin fee / account holder | $106 | $15,030-99.3% | $12,989-99.2% | $13,392-99.2% |