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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 | $8,998 | $159,978-94.4% | $147,041-93.9% | $145,978-93.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.74% | 98.36%-75.6pp | 419.21%-396.5pp | 550.52%-527.8pp |
| Employer contribution / active EE | $2,637 | $5,288-50.1% | $4,935-46.6% | $4,662-43.4% |
| Participant deferral / active EE | $2,635 | $8,429-68.7% | $8,071-67.4% | $6,690-60.6% |
| Admin fee / account holder | $11 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |