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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 | $10,409 | $175,231-94.1% | $149,696-93.0% | $139,466-92.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.09% | 166.77%-154.7pp | 134.46%-122.4pp | 373.66%-361.6pp |
| Employer contribution / active EE | $1,723 | $5,478-68.5% | $4,821-64.3% | $4,754-63.7% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $60 | $16,155-99.6% | $13,212-99.5% | $11,409-99.5% |