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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 | $9,707 | $166,242-94.2% | $165,071-94.1% | $145,884-93.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.49% | 100.44%-84.0pp | 70.17%-53.7pp | 551.85%-535.4pp |
| Employer contribution / active EE | $2,682 | $5,283-49.2% | $4,347-38.3% | $4,662-42.5% |
| Participant deferral / active EE | $7,749 | $6,964+11.3% | $6,035+28.4% | $6,690+15.8% |
| Admin fee / account holder | $89 | $16,658-99.5% | $12,695-99.3% | $13,392-99.3% |