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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 | $14,336 | $148,629-90.4% | $135,982-89.5% | $139,487-89.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 50.70% | 79.33%-28.6pp | 68.32%-17.6pp | 373.84%-323.1pp |
| Employer contribution / active EE | $4,148 | $5,247-20.9% | $4,859-14.6% | $4,755-12.8% |
| Participant deferral / active EE | $6,408 | $8,102-20.9% | $7,760-17.4% | $6,713-4.5% |
| Admin fee / account holder | $51 | $12,406-99.6% | $10,767-99.5% | $11,407-99.6% |