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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 | $13,824 | $159,934-91.4% | $147,005-90.6% | $145,959-90.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.34% | 98.24%-83.9pp | 418.76%-404.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $2,567 | $5,287-51.4% | $4,934-48.0% | $4,661-44.9% |
| Participant deferral / active EE | $4,646 | $8,427-44.9% | $8,070-42.4% | $6,689-30.5% |
| Admin fee / account holder | $229 | $15,053-98.5% | $13,006-98.2% | $13,398-98.3% |