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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 | $11,735 | $107,368-89.1% | $92,915-87.4% | $152,909-92.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.50% | 145.64%-123.1pp | 109.45%-87.0pp | 345.46%-323.0pp |
| Employer contribution / active EE | $3,188 | $4,222-24.5% | $3,653-12.8% | $4,764-33.1% |
| Participant deferral / active EE | $1,366 | $4,848-71.8% | $4,238-67.8% | $5,851-76.6% |
| Admin fee / account holder | $122 | $7,082-98.3% | $5,796-97.9% | $11,601-98.9% |