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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 | $8,684 | $157,304-94.5% | $141,197-93.8% | $152,909-94.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 39.54% | 64.34%-24.8pp | 71.41%-31.9pp | 345.46%-305.9pp |
| Employer contribution / active EE | $2,672 | $5,263-49.2% | $4,736-43.6% | $4,764-43.9% |
| Participant deferral / active EE | $3,300 | $7,111-53.6% | $6,710-50.8% | $5,851-43.6% |
| Admin fee / account holder | $7 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |