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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 | $8,718 | $148,623-94.1% | $135,974-93.6% | $139,466-93.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 33.61% | 79.30%-45.7pp | 68.30%-34.7pp | 373.66%-340.1pp |
| Employer contribution / active EE | $2,275 | $5,246-56.6% | $4,859-53.2% | $4,754-52.1% |
| Participant deferral / active EE | $3,876 | $8,103-52.2% | $7,760-50.0% | $6,712-42.2% |
| Admin fee / account holder | $49 | $12,406-99.6% | $10,767-99.5% | $11,409-99.6% |