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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 | $13,409 | $127,096-89.4% | $105,736-87.3% | $135,380-90.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 229.63% | 4.49%+225.1pp | 6.27%+223.4pp | 519.81%-290.2pp |
| Employer contribution / active EE | $2,921 | $4,107-28.9% | $3,268-10.6% | $4,779-38.9% |
| Participant deferral / active EE | $4,040 | $5,064-20.2% | $4,080-1.0% | $5,609-28.0% |
| Admin fee / account holder | $70 | $9,087-99.2% | $6,913-99.0% | $10,828-99.4% |