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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 | $9,784 | $157,276-93.8% | $141,177-93.1% | $152,885-93.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 41.70% | 64.33%-22.6pp | 71.40%-29.7pp | 345.39%-303.7pp |
| Employer contribution / active EE | $2,999 | $5,262-43.0% | $4,736-36.7% | $4,763-37.0% |
| Participant deferral / active EE | $4,776 | $7,110-32.8% | $6,710-28.8% | $5,851-18.4% |
| Admin fee / account holder | $67 | $12,123-99.4% | $10,263-99.3% | $11,598-99.4% |