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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 | $12,117 | $154,193-92.1% | $130,045-90.7% | $139,466-91.3% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 32.65% | 32.51%+0.1pp | -137.30%+170.0pp | 373.66%-341.0pp |
| Employer contribution / active EE | $2,415 | $5,292-54.4% | $4,321-44.1% | $4,754-49.2% |
| Participant deferral / active EE | $5,081 | $6,709-24.3% | $5,820-12.7% | $6,712-24.3% |
| Admin fee / account holder | $61 | $13,989-99.6% | $10,600-99.4% | $11,409-99.5% |