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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 | $11,553 | $160,028-92.8% | $147,080-92.1% | $145,884-92.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.41% | 98.60%-77.2pp | 420.17%-398.8pp | 551.85%-530.4pp |
| Employer contribution / active EE | $2,858 | $5,286-45.9% | $4,933-42.1% | $4,662-38.7% |
| Participant deferral / active EE | $6,666 | $8,422-20.9% | $8,066-17.4% | $6,690-0.4% |
| Admin fee / account holder | $11 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |