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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 | $12,210 | $165,399-92.6% | $149,745-91.8% | $158,982-92.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.73% | 348.34%-314.6pp | 276.72%-243.0pp | 302.99%-269.3pp |
| Employer contribution / active EE | $1,439 | $5,105-71.8% | $4,646-69.0% | $4,763-69.8% |
| Participant deferral / active EE | $4,533 | $7,183-36.9% | $6,843-33.8% | $5,983-24.2% |
| Admin fee / account holder | $158 | $10,811-98.5% | $9,312-98.3% | $11,252-98.6% |