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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 | $14,287 | $196,972-92.7% | $182,262-92.2% | $198,609-92.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 7.98% | 158.27%-150.3pp | 140.60%-132.6pp | 202.70%-194.7pp |
| Employer contribution / active EE | $6,811 | $5,364+27.0% | $5,046+35.0% | $5,055+34.7% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $69 | $18,429-99.6% | $16,712-99.6% | $19,030-99.6% |