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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 | $14,556 | $162,812-91.1% | $133,971-89.1% | $158,966-90.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.07% | 41.94%-25.9pp | 45.09%-29.0pp | 302.95%-286.9pp |
| Employer contribution / active EE | $2,635 | $4,976-47.0% | $3,919-32.8% | $4,762-44.7% |
| Participant deferral / active EE | $5,219 | $5,910-11.7% | $5,047+3.4% | $5,983-12.8% |
| Admin fee / account holder | $94 | $11,741-99.2% | $8,929-98.9% | $11,250-99.2% |