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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 | $7,285 | $157,304-95.4% | $141,197-94.8% | $152,909-95.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.17% | 64.34%-37.2pp | 71.41%-44.2pp | 345.46%-318.3pp |
| Employer contribution / active EE | $2,200 | $5,263-58.2% | $4,736-53.6% | $4,764-53.8% |
| Participant deferral / active EE | $2,664 | $7,111-62.5% | $6,710-60.3% | $5,851-54.5% |
| Admin fee / account holder | $44 | $12,126-99.6% | $10,265-99.6% | $11,601-99.6% |