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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 | $3,542 | $148,582-97.6% | $135,942-97.4% | $139,456-97.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 37.03% | 79.26%-42.2pp | 68.28%-31.2pp | 373.45%-336.4pp |
| Employer contribution / active EE | $2,550 | $5,245-51.4% | $4,858-47.5% | $4,753-46.4% |
| Participant deferral / active EE | $3,877 | $8,101-52.1% | $7,759-50.0% | $6,711-42.2% |
| Admin fee / account holder | $267 | $12,402-97.8% | $10,764-97.5% | $11,407-97.7% |