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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 | $12,350 | $160,028-92.3% | $147,080-91.6% | $145,884-91.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 42.86% | 98.60%-55.7pp | 420.17%-377.3pp | 551.85%-509.0pp |
| Employer contribution / active EE | $1,441 | $5,286-72.7% | $4,933-70.8% | $4,662-69.1% |
| Participant deferral / active EE | $2,713 | $8,422-67.8% | $8,066-66.4% | $6,690-59.4% |
| Admin fee / account holder | $97 | $15,030-99.4% | $12,989-99.3% | $13,392-99.3% |