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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 | $11,080 | $226,135-95.1% | $182,558-93.9% | $152,909-92.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 23.43% | 192.60%-169.2pp | 148.59%-125.2pp | 345.46%-322.0pp |
| Employer contribution / active EE | $3,037 | $4,979-39.0% | $4,076-25.5% | $4,764-36.2% |
| Participant deferral / active EE | $3,157 | $6,371-50.4% | $5,526-42.9% | $5,851-46.1% |
| Admin fee / account holder | $285 | $10,707-97.3% | $8,594-96.7% | $11,601-97.5% |