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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 | $10,863 | $159,978-93.2% | $147,041-92.6% | $145,978-92.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.61% | 98.36%-67.8pp | 419.21%-388.6pp | 550.52%-519.9pp |
| Employer contribution / active EE | $2,817 | $5,288-46.7% | $4,935-42.9% | $4,662-39.6% |
| Participant deferral / active EE | $4,692 | $8,429-44.3% | $8,071-41.9% | $6,690-29.9% |
| Admin fee / account holder | $40 | $15,053-99.7% | $13,006-99.7% | $13,400-99.7% |