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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 | $8,972 | $183,539-95.1% | $155,556-94.2% | $145,897-93.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.74% | 61.31%-51.6pp | 64.84%-55.1pp | 552.29%-542.5pp |
| Employer contribution / active EE | $2,452 | $5,315-53.9% | $4,675-47.6% | $4,663-47.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $31 | $19,275-99.8% | $15,885-99.8% | $13,390-99.8% |