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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 | $7,038 | $176,077-96.0% | $159,455-95.6% | $167,518-95.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.56% | 331.83%-306.3pp | 263.63%-238.1pp | 478.71%-453.1pp |
| Employer contribution / active EE | $2,367 | $5,298-55.3% | $4,830-51.0% | $4,838-51.1% |
| Participant deferral / active EE | $3,531 | $7,751-54.4% | $7,353-52.0% | $6,342-44.3% |
| Admin fee / account holder | $4 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |