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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 | $13,348 | $142,426-90.6% | $115,167-88.4% | $152,909-91.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 59.33% | 41.48%+17.9pp | 35.60%+23.7pp | 345.46%-286.1pp |
| Employer contribution / active EE | $2,205 | $4,011-45.0% | $3,179-30.6% | $4,764-53.7% |
| Participant deferral / active EE | $2,541 | $5,165-50.8% | $4,169-39.0% | $5,851-56.6% |
| Admin fee / account holder | $262 | $8,464-96.9% | $7,089-96.3% | $11,601-97.7% |