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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 | $6,253 | $160,070-96.1% | $147,117-95.7% | $145,897-95.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.64% | 98.69%-80.0pp | 420.54%-401.9pp | 552.29%-533.6pp |
| Employer contribution / active EE | $2,012 | $5,285-61.9% | $4,932-59.2% | $4,663-56.8% |
| Participant deferral / active EE | $4,343 | $8,419-48.4% | $8,065-46.1% | $6,689-35.1% |
| Admin fee / account holder | $111 | $15,035-99.3% | $12,993-99.1% | $13,390-99.2% |