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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 | $11,627 | $157,296-92.6% | $141,191-91.8% | $152,897-92.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 57.85% | 64.34%-6.5pp | 71.41%-13.6pp | 345.43%-287.6pp |
| Employer contribution / active EE | $6,518 | $5,262+23.9% | $4,736+37.6% | $4,764+36.8% |
| Participant deferral / active EE | $2,931 | $7,111-58.8% | $6,710-56.3% | $5,851-49.9% |
| Admin fee / account holder | $18 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |