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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 | $8,458 | $159,978-94.7% | $147,041-94.2% | $145,978-94.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.10% | 98.36%-83.3pp | 419.21%-404.1pp | 550.52%-535.4pp |
| Employer contribution / active EE | $2,780 | $5,288-47.4% | $4,935-43.7% | $4,662-40.4% |
| Participant deferral / active EE | $3,375 | $8,429-60.0% | $8,071-58.2% | $6,690-49.5% |
| Admin fee / account holder | $43 | $15,053-99.7% | $13,006-99.7% | $13,400-99.7% |