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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 | $6,918 | $175,231-96.1% | $149,696-95.4% | $139,466-95.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 71.23% | 166.77%-95.5pp | 134.46%-63.2pp | 373.66%-302.4pp |
| Employer contribution / active EE | $1,922 | $5,478-64.9% | $4,821-60.1% | $4,754-59.6% |
| Participant deferral / active EE | $2,901 | $6,521-55.5% | $5,682-48.9% | $6,712-56.8% |
| Admin fee / account holder | $128 | $16,155-99.2% | $13,212-99.0% | $11,409-98.9% |