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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 | $11,723 | $157,296-92.5% | $141,191-91.7% | $152,897-92.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 52.00% | 64.34%-12.3pp | 71.41%-19.4pp | 345.43%-293.4pp |
| Employer contribution / active EE | $3,910 | $5,262-25.7% | $4,736-17.4% | $4,764-17.9% |
| Participant deferral / active EE | $3,955 | $7,111-44.4% | $6,710-41.1% | $5,851-32.4% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |