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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 | $14,827 | $175,259-91.5% | $149,723-90.1% | $139,487-89.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.48% | 166.82%-148.3pp | 134.50%-116.0pp | 373.84%-355.4pp |
| Employer contribution / active EE | $2,399 | $5,478-56.2% | $4,821-50.3% | $4,755-49.6% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $96 | $16,158-99.4% | $13,215-99.3% | $11,407-99.2% |