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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 | $7,415 | $160,028-95.4% | $147,080-95.0% | $145,884-94.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.78% | 98.60%-74.8pp | 420.17%-396.4pp | 551.85%-528.1pp |
| Employer contribution / active EE | $7,451 | $5,286+41.0% | $4,933+51.0% | $4,662+59.8% |
| Participant deferral / active EE | $7,451 | $8,422-11.5% | $8,066-7.6% | $6,690+11.4% |
| Admin fee / account holder | $35 | $15,030-99.8% | $12,989-99.7% | $13,392-99.7% |