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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 | $12,155 | $175,257-93.1% | $149,717-91.9% | $139,456-91.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 35.85% | 166.70%-130.9pp | 134.41%-98.6pp | 373.45%-337.6pp |
| Employer contribution / active EE | $1,761 | $5,477-67.8% | $4,820-63.5% | $4,753-62.9% |
| Participant deferral / active EE | $4,598 | $6,521-29.5% | $5,682-19.1% | $6,711-31.5% |
| Admin fee / account holder | $6 | $16,156-100.0% | $13,213-100.0% | $11,407-99.9% |