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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 | $13,617 | $157,296-91.3% | $141,191-90.4% | $152,897-91.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 34.69% | 64.34%-29.7pp | 71.41%-36.7pp | 345.43%-310.7pp |
| Employer contribution / active EE | $2,730 | $5,262-48.1% | $4,736-42.4% | $4,764-42.7% |
| Participant deferral / active EE | $4,044 | $7,111-43.1% | $6,710-39.7% | $5,851-30.9% |
| Admin fee / account holder | $235 | $12,125-98.1% | $10,264-97.7% | $11,599-98.0% |