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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 | $10,776 | $160,028-93.3% | $147,080-92.7% | $145,884-92.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.87% | 98.60%-81.7pp | 420.17%-403.3pp | 551.85%-535.0pp |
| Employer contribution / active EE | $1,916 | $5,286-63.8% | $4,933-61.2% | $4,662-58.9% |
| Participant deferral / active EE | $4,989 | $8,422-40.8% | $8,066-38.2% | $6,690-25.4% |
| Admin fee / account holder | $8 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |