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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 | $7,964 | $106,923-92.6% | $84,023-90.5% | $152,909-94.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 31.99% | 105.02%-73.0pp | 71.32%-39.3pp | 345.46%-313.5pp |
| Employer contribution / active EE | $2,363 | $2,735-13.6% | $1,984+19.1% | $4,764-50.4% |
| Participant deferral / active EE | $4,114 | $4,013+2.5% | $3,239+27.0% | $5,851-29.7% |
| Admin fee / account holder | $45 | $8,289-99.5% | $6,102-99.3% | $11,601-99.6% |