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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 | $13,864 | $148,623-90.7% | $135,974-89.8% | $139,466-90.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 58.14% | 79.30%-21.2pp | 68.30%-10.2pp | 373.66%-315.5pp |
| Employer contribution / active EE | $3,548 | $5,246-32.4% | $4,859-27.0% | $4,754-25.4% |
| Participant deferral / active EE | $5,444 | $8,103-32.8% | $7,760-29.8% | $6,712-18.9% |
| Admin fee / account holder | $58 | $12,406-99.5% | $10,767-99.5% | $11,409-99.5% |