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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 | $13,923 | $197,819-93.0% | $155,789-91.1% | $125,389-88.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 13.78% | 86.73%-72.9pp | 71.54%-57.8pp | 282.24%-268.5pp |
| Employer contribution / active EE | $6,307 | $4,850+30.0% | $3,839+64.3% | $4,866+29.6% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $59 | $9,544-99.4% | $7,477-99.2% | $9,541-99.4% |