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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 | $12,705 | $157,296-91.9% | $141,191-91.0% | $152,897-91.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 91.16% | 64.34%+26.8pp | 71.41%+19.7pp | 345.43%-254.3pp |
| Employer contribution / active EE | $3,579 | $5,262-32.0% | $4,736-24.4% | $4,764-24.9% |
| Participant deferral / active EE | $6,752 | $7,111-5.1% | $6,710+0.6% | $5,851+15.4% |
| Admin fee / account holder | $30 | $12,125-99.8% | $10,264-99.7% | $11,599-99.7% |