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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 | $15,682 | $165,361-90.5% | $149,715-89.5% | $158,950-90.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 92.80% | 348.24%-255.4pp | 276.66%-183.9pp | 302.91%-210.1pp |
| Employer contribution / active EE | $3,223 | $5,103-36.9% | $4,645-30.6% | $4,762-32.3% |
| Participant deferral / active EE | $4,063 | $7,182-43.4% | $6,842-40.6% | $5,983-32.1% |
| Admin fee / account holder | $238 | $10,808-97.8% | $9,310-97.4% | $11,248-97.9% |