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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 | $12,368 | $157,304-92.1% | $141,197-91.2% | $152,909-91.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.75% | 64.34%-38.6pp | 71.41%-45.7pp | 345.46%-319.7pp |
| Employer contribution / active EE | $2,722 | $5,263-48.3% | $4,736-42.5% | $4,764-42.9% |
| Participant deferral / active EE | $6,396 | $7,111-10.0% | $6,710-4.7% | $5,851+9.3% |
| Admin fee / account holder | $245 | $12,126-98.0% | $10,265-97.6% | $11,601-97.9% |