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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 | $19,939 | $157,276-87.3% | $141,177-85.9% | $152,885-87.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 45.48% | 64.33%-18.9pp | 71.40%-25.9pp | 345.39%-299.9pp |
| Employer contribution / active EE | $4,343 | $5,262-17.5% | $4,736-8.3% | $4,763-8.8% |
| Participant deferral / active EE | $12,871 | $7,110+81.0% | $6,710+91.8% | $5,851+120.0% |
| Admin fee / account holder | $45 | $12,123-99.6% | $10,263-99.6% | $11,598-99.6% |