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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 | $12,910 | $154,193-91.6% | $130,045-90.1% | $139,466-90.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 50.83% | 32.51%+18.3pp | -137.30%+188.1pp | 373.66%-322.8pp |
| Employer contribution / active EE | $2,783 | $5,292-47.4% | $4,321-35.6% | $4,754-41.5% |
| Participant deferral / active EE | $8,946 | $6,709+33.3% | $5,820+53.7% | $6,712+33.3% |
| Admin fee / account holder | $21 | $13,989-99.8% | $10,600-99.8% | $11,409-99.8% |