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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 | $6,198 | $148,623-95.8% | $135,974-95.4% | $139,466-95.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 53.05% | 79.30%-26.2pp | 68.30%-15.3pp | 373.66%-320.6pp |
| Employer contribution / active EE | $4,030 | $5,246-23.2% | $4,859-17.1% | $4,754-15.2% |
| Participant deferral / active EE | $7,599 | $8,103-6.2% | $7,760-2.1% | $6,712+13.2% |
| Admin fee / account holder | $31 | $12,406-99.8% | $10,767-99.7% | $11,409-99.7% |