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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 | $8,421 | $159,978-94.7% | $147,041-94.3% | $145,978-94.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.82% | 98.36%-80.5pp | 419.21%-401.4pp | 550.52%-532.7pp |
| Employer contribution / active EE | $1,666 | $5,288-68.5% | $4,935-66.2% | $4,662-64.3% |
| Participant deferral / active EE | $2,615 | $8,429-69.0% | $8,071-67.6% | $6,690-60.9% |
| Admin fee / account holder | $10 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |