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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 | $11,137 | $157,296-92.9% | $141,191-92.1% | $152,897-92.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 51.65% | 64.34%-12.7pp | 71.41%-19.8pp | 345.43%-293.8pp |
| Employer contribution / active EE | $1,952 | $5,262-62.9% | $4,736-58.8% | $4,764-59.0% |
| Participant deferral / active EE | $4,966 | $7,111-30.2% | $6,710-26.0% | $5,851-15.1% |
| Admin fee / account holder | $66 | $12,125-99.5% | $10,264-99.4% | $11,599-99.4% |