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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 | $14,638 | $157,304-90.7% | $141,197-89.6% | $152,909-90.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 83.34% | 64.34%+19.0pp | 71.41%+11.9pp | 345.46%-262.1pp |
| Employer contribution / active EE | $2,667 | $5,263-49.3% | $4,736-43.7% | $4,764-44.0% |
| Participant deferral / active EE | $3,884 | $7,111-45.4% | $6,710-42.1% | $5,851-33.6% |
| Admin fee / account holder | $18 | $12,126-99.9% | $10,265-99.8% | $11,601-99.8% |