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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 | $8,532 | $107,363-92.1% | $92,909-90.8% | $152,897-94.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.12% | 145.63%-122.5pp | 109.44%-86.3pp | 345.43%-322.3pp |
| Employer contribution / active EE | $2,376 | $4,222-43.7% | $3,653-35.0% | $4,764-50.1% |
| Participant deferral / active EE | $2,065 | $4,848-57.4% | $4,238-51.3% | $5,851-64.7% |
| Admin fee / account holder | $231 | $7,082-96.7% | $5,795-96.0% | $11,599-98.0% |