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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 | $14,007 | $157,304-91.1% | $141,197-90.1% | $152,909-90.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.27% | 64.34%-37.1pp | 71.41%-44.1pp | 345.46%-318.2pp |
| Employer contribution / active EE | $4,615 | $5,263-12.3% | $4,736-2.6% | $4,764-3.1% |
| Participant deferral / active EE | $2,916 | $7,111-59.0% | $6,710-56.6% | $5,851-50.2% |
| Admin fee / account holder | $110 | $12,126-99.1% | $10,265-98.9% | $11,601-99.1% |