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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 | $12,317 | $157,276-92.2% | $141,177-91.3% | $152,885-91.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 31.78% | 64.33%-32.6pp | 71.40%-39.6pp | 345.39%-313.6pp |
| Employer contribution / active EE | $3,208 | $5,262-39.0% | $4,736-32.3% | $4,763-32.6% |
| Participant deferral / active EE | $3,369 | $7,110-52.6% | $6,710-49.8% | $5,851-42.4% |
| Admin fee / account holder | $20 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |