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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 | $10,339 | $227,597-95.5% | $189,575-94.5% | $167,536-93.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 28.52% | 78.44%-49.9pp | 64.19%-35.7pp | 478.82%-450.3pp |
| Employer contribution / active EE | $3,180 | $5,316-40.2% | $4,412-27.9% | $4,839-34.3% |
| Participant deferral / active EE | $4,437 | $7,002-36.6% | $6,174-28.1% | $6,342-30.0% |
| Admin fee / account holder | $122 | $11,877-99.0% | $9,806-98.8% | $12,315-99.0% |