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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 | $14,368 | $159,978-91.0% | $147,041-90.2% | $145,978-90.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.70% | 98.36%-88.7pp | 419.21%-409.5pp | 550.52%-540.8pp |
| Employer contribution / active EE | $1,827 | $5,288-65.5% | $4,935-63.0% | $4,662-60.8% |
| Participant deferral / active EE | $6,551 | $8,429-22.3% | $8,071-18.8% | $6,690-2.1% |
| Admin fee / account holder | $232 | $15,053-98.5% | $13,006-98.2% | $13,400-98.3% |