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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 | $12,813 | $157,296-91.9% | $141,191-90.9% | $152,897-91.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 33.64% | 64.34%-30.7pp | 71.41%-37.8pp | 345.43%-311.8pp |
| Employer contribution / active EE | $1,924 | $5,262-63.4% | $4,736-59.4% | $4,764-59.6% |
| Participant deferral / active EE | $6,698 | $7,111-5.8% | $6,710-0.2% | $5,851+14.5% |
| Admin fee / account holder | $86 | $12,125-99.3% | $10,264-99.2% | $11,599-99.3% |