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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 | $10,934 | $159,978-93.2% | $147,041-92.6% | $145,978-92.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.77% | 98.36%-86.6pp | 419.21%-407.4pp | 550.52%-538.7pp |
| Employer contribution / active EE | $2,605 | $5,288-50.7% | $4,935-47.2% | $4,662-44.1% |
| Participant deferral / active EE | $3,085 | $8,429-63.4% | $8,071-61.8% | $6,690-53.9% |
| Admin fee / account holder | $21 | $15,053-99.9% | $13,006-99.8% | $13,400-99.8% |