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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 | $12,435 | $226,135-94.5% | $182,558-93.2% | $152,909-91.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 15.65% | 192.60%-176.9pp | 148.59%-132.9pp | 345.46%-329.8pp |
| Employer contribution / active EE | $1,515 | $4,979-69.6% | $4,076-62.8% | $4,764-68.2% |
| Participant deferral / active EE | $3,029 | $6,371-52.4% | $5,526-45.2% | $5,851-48.2% |
| Admin fee / account holder | $31 | $10,707-99.7% | $8,594-99.6% | $11,601-99.7% |