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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 | $6,969 | $159,978-95.6% | $147,041-95.3% | $145,978-95.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.06% | 98.36%-82.3pp | 419.21%-403.1pp | 550.52%-534.5pp |
| Employer contribution / active EE | $1,158 | $5,288-78.1% | $4,935-76.5% | $4,662-75.2% |
| Participant deferral / active EE | $2,975 | $8,429-64.7% | $8,071-63.1% | $6,690-55.5% |
| Admin fee / account holder | $36 | $15,053-99.8% | $13,006-99.7% | $13,400-99.7% |