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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 | $7,370 | $166,131-95.6% | $164,975-95.5% | $145,877-94.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 62.74% | 100.37%-37.6pp | 70.12%-7.4pp | 551.28%-488.5pp |
| Employer contribution / active EE | $1,276 | $5,276-75.8% | $4,343-70.6% | $4,663-72.6% |
| Participant deferral / active EE | $2,163 | $6,962-68.9% | $6,033-64.2% | $6,691-67.7% |
| Admin fee / account holder | $11 | $16,648-99.9% | $12,688-99.9% | $13,402-99.9% |