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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 | $12,476 | $226,135-94.5% | $182,558-93.2% | $152,909-91.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 30.51% | 192.60%-162.1pp | 148.59%-118.1pp | 345.46%-315.0pp |
| Employer contribution / active EE | $1,563 | $4,979-68.6% | $4,076-61.7% | $4,764-67.2% |
| Participant deferral / active EE | $5,391 | $6,371-15.4% | $5,526-2.4% | $5,851-7.9% |
| Admin fee / account holder | $78 | $10,707-99.3% | $8,594-99.1% | $11,601-99.3% |