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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 | $7,692 | $148,623-94.8% | $135,974-94.3% | $139,466-94.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 49.09% | 79.30%-30.2pp | 68.30%-19.2pp | 373.66%-324.6pp |
| Employer contribution / active EE | $2,298 | $5,246-56.2% | $4,859-52.7% | $4,754-51.7% |
| Participant deferral / active EE | $3,487 | $8,103-57.0% | $7,760-55.1% | $6,712-48.1% |
| Admin fee / account holder | $177 | $12,406-98.6% | $10,767-98.4% | $11,409-98.5% |