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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 | $21,602 | $157,304-86.3% | $141,197-84.7% | $152,909-85.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.60% | 64.34%-44.7pp | 71.41%-51.8pp | 345.46%-325.9pp |
| Employer contribution / active EE | $2,495 | $5,263-52.6% | $4,736-47.3% | $4,764-47.6% |
| Participant deferral / active EE | $6,188 | $7,111-13.0% | $6,710-7.8% | $5,851+5.7% |
| Admin fee / account holder | $14 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |