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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 | $7,268 | $165,361-95.6% | $149,715-95.1% | $158,950-95.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 62.26% | 348.24%-286.0pp | 276.66%-214.4pp | 302.91%-240.6pp |
| Employer contribution / active EE | $1,341 | $5,103-73.7% | $4,645-71.1% | $4,762-71.8% |
| Participant deferral / active EE | $3,380 | $7,182-52.9% | $6,842-50.6% | $5,983-43.5% |
| Admin fee / account holder | $31 | $10,808-99.7% | $9,310-99.7% | $11,248-99.7% |