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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 | $7,656 | $157,304-95.1% | $141,197-94.6% | $152,909-95.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.20% | 64.34%-40.1pp | 71.41%-47.2pp | 345.46%-321.3pp |
| Employer contribution / active EE | $3,713 | $5,263-29.5% | $4,736-21.6% | $4,764-22.1% |
| Participant deferral / active EE | $2,718 | $7,111-61.8% | $6,710-59.5% | $5,851-53.5% |
| Admin fee / account holder | $80 | $12,126-99.3% | $10,265-99.2% | $11,601-99.3% |