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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 | $7,905 | $157,304-95.0% | $141,197-94.4% | $152,909-94.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.66% | 64.34%-36.7pp | 71.41%-43.7pp | 345.46%-317.8pp |
| Employer contribution / active EE | $2,577 | $5,263-51.0% | $4,736-45.6% | $4,764-45.9% |
| Participant deferral / active EE | $3,554 | $7,111-50.0% | $6,710-47.0% | $5,851-39.3% |
| Admin fee / account holder | $202 | $12,126-98.3% | $10,265-98.0% | $11,601-98.3% |