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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 | $7,145 | $165,361-95.7% | $149,715-95.2% | $158,950-95.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 192.86% | 348.24%-155.4pp | 276.66%-83.8pp | 302.91%-110.0pp |
| Employer contribution / active EE | $1,283 | $5,103-74.9% | $4,645-72.4% | $4,762-73.1% |
| Participant deferral / active EE | $4,283 | $7,182-40.4% | $6,842-37.4% | $5,983-28.4% |
| Admin fee / account holder | $17 | $10,808-99.8% | $9,310-99.8% | $11,248-99.9% |