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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 | $9,682 | $157,296-93.8% | $141,191-93.1% | $152,897-93.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.41% | 64.34%-35.9pp | 71.41%-43.0pp | 345.43%-317.0pp |
| Employer contribution / active EE | $2,955 | $5,262-43.8% | $4,736-37.6% | $4,764-38.0% |
| Participant deferral / active EE | $5,215 | $7,111-26.7% | $6,710-22.3% | $5,851-10.9% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |