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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 | $7,428 | $105,929-93.0% | $81,716-90.9% | $158,966-95.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 124.05% | 38.19%+85.9pp | 29.49%+94.6pp | 302.95%-178.9pp |
| Employer contribution / active EE | $5,051 | $7,802-35.3% | $4,310+17.2% | $4,762+6.1% |
| Participant deferral / active EE | $8,762 | $13,007-32.6% | $7,108+23.3% | $5,983+46.4% |
| Admin fee / account holder | $5 | $8,492-99.9% | $5,159-99.9% | $11,250-100.0% |