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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 | $7,742 | $157,296-95.1% | $141,191-94.5% | $152,897-94.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.42% | 64.34%-40.9pp | 71.41%-48.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $2,069 | $5,262-60.7% | $4,736-56.3% | $4,764-56.6% |
| Participant deferral / active EE | $3,238 | $7,111-54.5% | $6,710-51.8% | $5,851-44.7% |
| Admin fee / account holder | $49 | $12,125-99.6% | $10,264-99.5% | $11,599-99.6% |