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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 | $8,328 | $175,259-95.2% | $149,723-94.4% | $139,487-94.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 69.20% | 166.82%-97.6pp | 134.50%-65.3pp | 373.84%-304.6pp |
| Employer contribution / active EE | $2,596 | $5,478-52.6% | $4,821-46.2% | $4,755-45.4% |
| Participant deferral / active EE | $5,480 | $6,522-16.0% | $5,682-3.6% | $6,713-18.4% |
| Admin fee / account holder | $17 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |