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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 | $20,014 | $157,276-87.3% | $141,177-85.8% | $152,885-86.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 36.72% | 64.33%-27.6pp | 71.40%-34.7pp | 345.39%-308.7pp |
| Employer contribution / active EE | $3,391 | $5,262-35.6% | $4,736-28.4% | $4,763-28.8% |
| Participant deferral / active EE | $6,344 | $7,110-10.8% | $6,710-5.5% | $5,851+8.4% |
| Admin fee / account holder | $44 | $12,123-99.6% | $10,263-99.6% | $11,598-99.6% |