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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 | $2,637 | $160,040-98.4% | $147,096-98.2% | $145,877-98.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.62% | 98.49%-82.9pp | 419.75%-404.1pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,794 | $5,289-66.1% | $4,936-63.7% | $4,663-61.5% |
| Participant deferral / active EE | $2,908 | $8,429-65.5% | $8,071-64.0% | $6,691-56.5% |
| Admin fee / account holder | $75 | $15,050-99.5% | $13,005-99.4% | $13,402-99.4% |