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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 | $8,118 | $108,897-92.5% | $100,378-91.9% | $145,877-94.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 35.42% | 58.17%-22.7pp | 49.41%-14.0pp | 551.28%-515.9pp |
| Employer contribution / active EE | $2,478 | $4,420-43.9% | $3,942-37.1% | $4,663-46.9% |
| Participant deferral / active EE | $7,400 | $8,455-12.5% | $8,087-8.5% | $6,691+10.6% |
| Admin fee / account holder | $18 | $9,690-99.8% | $7,899-99.8% | $13,402-99.9% |