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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 | $11,752 | $185,883-93.7% | $170,043-93.1% | $139,466-91.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 49.91% | 60.54%-10.6pp | 53.40%-3.5pp | 373.66%-323.8pp |
| Employer contribution / active EE | $2,430 | $7,596-68.0% | $6,790-64.2% | $4,754-48.9% |
| Participant deferral / active EE | $6,343 | $11,626-45.4% | $10,410-39.1% | $6,712-5.5% |
| Admin fee / account holder | $59 | $15,393-99.6% | $12,824-99.5% | $11,409-99.5% |