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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 | $13,949 | $157,296-91.1% | $141,191-90.1% | $152,897-90.9% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 103.46% | 64.34%+39.1pp | 71.41%+32.0pp | 345.43%-242.0pp |
| Employer contribution / active EE | $2,638 | $5,262-49.9% | $4,736-44.3% | $4,764-44.6% |
| Participant deferral / active EE | $8,535 | $7,111+20.0% | $6,710+27.2% | $5,851+45.9% |
| Admin fee / account holder | $272 | $12,125-97.8% | $10,264-97.3% | $11,599-97.7% |