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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 | $16,239 | $157,296-89.7% | $141,191-88.5% | $152,897-89.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 49.37% | 64.34%-15.0pp | 71.41%-22.0pp | 345.43%-296.1pp |
| Employer contribution / active EE | $4,694 | $5,262-10.8% | $4,736-0.9% | $4,764-1.5% |
| Participant deferral / active EE | $14,080 | $7,111+98.0% | $6,710+109.8% | $5,851+140.6% |
| Admin fee / account holder | $86 | $12,125-99.3% | $10,264-99.2% | $11,599-99.3% |