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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 | $12,213 | $107,353-88.6% | $92,903-86.9% | $152,885-92.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.63% | 145.62%-121.0pp | 109.43%-84.8pp | 345.39%-320.8pp |
| Employer contribution / active EE | $1,754 | $4,222-58.5% | $3,653-52.0% | $4,763-63.2% |
| Participant deferral / active EE | $3,237 | $4,848-33.2% | $4,238-23.6% | $5,851-44.7% |
| Admin fee / account holder | $208 | $7,081-97.1% | $5,795-96.4% | $11,598-98.2% |