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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 | $10,514 | $185,883-94.3% | $170,043-93.8% | $139,466-92.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.59% | 60.54%-31.9pp | 53.40%-24.8pp | 373.66%-345.1pp |
| Employer contribution / active EE | $4,018 | $7,596-47.1% | $6,790-40.8% | $4,754-15.5% |
| Participant deferral / active EE | $4,090 | $11,626-64.8% | $10,410-60.7% | $6,712-39.1% |
| Admin fee / account holder | $52 | $15,393-99.7% | $12,824-99.6% | $11,409-99.5% |