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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 | $8,803 | $157,296-94.4% | $141,191-93.8% | $152,897-94.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 187.86% | 64.34%+123.5pp | 71.41%+116.4pp | 345.43%-157.6pp |
| Employer contribution / active EE | $2,398 | $5,262-54.4% | $4,736-49.4% | $4,764-49.7% |
| Participant deferral / active EE | $5,191 | $7,111-27.0% | $6,710-22.6% | $5,851-11.3% |
| Admin fee / account holder | $35 | $12,125-99.7% | $10,264-99.7% | $11,599-99.7% |