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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 | $13,865 | $115,911-88.0% | $100,530-86.2% | $158,950-91.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 80.01% | 34.80%+45.2pp | 30.89%+49.1pp | 302.91%-222.9pp |
| Employer contribution / active EE | $2,340 | $4,104-43.0% | $3,418-31.5% | $4,762-50.9% |
| Participant deferral / active EE | $4,745 | $6,676-28.9% | $6,271-24.3% | $5,983-20.7% |
| Admin fee / account holder | $41 | $10,999-99.6% | $8,083-99.5% | $11,248-99.6% |