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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 | $12,359 | $183,988-93.3% | $162,177-92.4% | $152,897-91.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.79% | 150.79%-137.0pp | 115.60%-101.8pp | 345.43%-331.6pp |
| Employer contribution / active EE | $3,734 | $6,370-41.4% | $5,613-33.5% | $4,764-21.6% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13 | $13,123-99.9% | $10,843-99.9% | $11,599-99.9% |