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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 | $14,804 | $157,304-90.6% | $141,197-89.5% | $152,909-90.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 106.04% | 64.34%+41.7pp | 71.41%+34.6pp | 345.46%-239.4pp |
| Employer contribution / active EE | $2,416 | $5,263-54.1% | $4,736-49.0% | $4,764-49.3% |
| Participant deferral / active EE | $8,269 | $7,111+16.3% | $6,710+23.2% | $5,851+41.3% |
| Admin fee / account holder | $161 | $12,126-98.7% | $10,265-98.4% | $11,601-98.6% |