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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 | $8,119 | $111,301-92.7% | $112,977-92.8% | $158,982-94.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 133.20% | 26.40%+106.8pp | 24.24%+109.0pp | 302.99%-169.8pp |
| Employer contribution / active EE | $1,932 | $4,471-56.8% | $4,255-54.6% | $4,763-59.4% |
| Participant deferral / active EE | $4,412 | $5,880-25.0% | $5,836-24.4% | $5,983-26.3% |
| Admin fee / account holder | $287 | $8,392-96.6% | $6,294-95.4% | $11,252-97.4% |