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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 | $6,572 | $175,231-96.2% | $149,696-95.6% | $139,466-95.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.70% | 166.77%-156.1pp | 134.46%-123.8pp | 373.66%-363.0pp |
| Employer contribution / active EE | $1,939 | $5,478-64.6% | $4,821-59.8% | $4,754-59.2% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $58 | $16,155-99.6% | $13,212-99.6% | $11,409-99.5% |