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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 | $9,478 | $157,304-94.0% | $141,197-93.3% | $152,909-93.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.17% | 64.34%-43.2pp | 71.41%-50.2pp | 345.46%-324.3pp |
| Employer contribution / active EE | $2,642 | $5,263-49.8% | $4,736-44.2% | $4,764-44.5% |
| Participant deferral / active EE | $6,080 | $7,111-14.5% | $6,710-9.4% | $5,851+3.9% |
| Admin fee / account holder | $93 | $12,126-99.2% | $10,265-99.1% | $11,601-99.2% |