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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 | $10,682 | $148,623-92.8% | $135,974-92.1% | $139,466-92.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 41.51% | 79.30%-37.8pp | 68.30%-26.8pp | 373.66%-332.2pp |
| Employer contribution / active EE | $4,129 | $5,246-21.3% | $4,859-15.0% | $4,754-13.2% |
| Participant deferral / active EE | $4,714 | $8,103-41.8% | $7,760-39.3% | $6,712-29.8% |
| Admin fee / account holder | $37 | $12,406-99.7% | $10,767-99.7% | $11,409-99.7% |