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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 | $8,655 | $175,231-95.1% | $149,696-94.2% | $139,466-93.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 172.37% | 166.77%+5.6pp | 134.46%+37.9pp | 373.66%-201.3pp |
| Employer contribution / active EE | $3,599 | $5,478-34.3% | $4,821-25.3% | $4,754-24.3% |
| Participant deferral / active EE | $3,653 | $6,521-44.0% | $5,682-35.7% | $6,712-45.6% |
| Admin fee / account holder | $58 | $16,155-99.6% | $13,212-99.6% | $11,409-99.5% |