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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 | $6,879 | $148,623-95.4% | $135,974-94.9% | $139,466-95.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.57% | 79.30%-46.7pp | 68.30%-35.7pp | 373.66%-341.1pp |
| Employer contribution / active EE | $1,737 | $5,246-66.9% | $4,859-64.3% | $4,754-63.5% |
| Participant deferral / active EE | $3,049 | $8,103-62.4% | $7,760-60.7% | $6,712-54.6% |
| Admin fee / account holder | $221 | $12,406-98.2% | $10,767-97.9% | $11,409-98.1% |