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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 | $26,760 | $180,459-85.2% | $154,108-82.6% | $135,380-80.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.16% | 888.21%-881.0pp | 735.21%-728.0pp | 519.81%-512.6pp |
| Employer contribution / active EE | $3,094 | $6,035-48.7% | $5,298-41.6% | $4,779-35.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $157 | $16,145-99.0% | $13,411-98.8% | $10,828-98.6% |