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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 | $12,362 | $183,627-93.3% | $155,602-92.1% | $145,978-91.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.60% | 61.32%-49.7pp | 64.81%-53.2pp | 550.52%-538.9pp |
| Employer contribution / active EE | $1,472 | $5,316-72.3% | $4,675-68.5% | $4,662-68.4% |
| Participant deferral / active EE | $4,477 | $6,466-30.8% | $5,629-20.5% | $6,690-33.1% |
| Admin fee / account holder | $153 | $19,327-99.2% | $15,923-99.0% | $13,400-98.9% |