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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 | $13,421 | $183,516-92.7% | $155,534-91.4% | $145,884-90.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.58% | 61.43%-48.8pp | 64.92%-52.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,688 | $5,315-68.2% | $4,675-63.9% | $4,662-63.8% |
| Participant deferral / active EE | $4,011 | $6,467-38.0% | $5,630-28.8% | $6,690-40.0% |
| Admin fee / account holder | $190 | $19,293-99.0% | $15,900-98.8% | $13,392-98.6% |