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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 | $13,463 | $127,387-89.4% | $115,038-88.3% | $125,389-89.3% |
| Participation rate | 72.2% | 84.2%-11.9pp | 81.4%-9.1pp | 83.2%-11.0pp |
| Annual return | 107.71% | 31.28%+76.4pp | 26.14%+81.6pp | 282.24%-174.5pp |
| Employer contribution / active EE | $2,198 | $5,166-57.5% | $4,608-52.3% | $4,866-54.8% |
| Participant deferral / active EE | $6,016 | $6,423-6.3% | $6,026-0.2% | $5,352+12.4% |
| Admin fee / account holder | $45 | $9,516-99.5% | $8,175-99.5% | $9,541-99.5% |