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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 | $12,253 | $134,817-90.9% | $123,973-90.1% | $155,188-92.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 129.52% | 515.49%-386.0pp | 388.13%-258.6pp | 148.84%-19.3pp |
| Employer contribution / active EE | $1,768 | $4,425-60.1% | $4,126-57.2% | $4,248-58.4% |
| Participant deferral / active EE | $4,313 | $5,706-24.4% | $5,247-17.8% | $6,531-34.0% |
| Admin fee / account holder | $35 | $13,245-99.7% | $11,799-99.7% | $14,480-99.8% |