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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 | $15,239 | $228,395-93.3% | $185,861-91.8% | $158,982-90.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.85% | 40.82%-30.0pp | 35.96%-25.1pp | 302.99%-292.1pp |
| Employer contribution / active EE | $4,062 | $4,968-18.2% | $4,088-0.6% | $4,763-14.7% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $133 | $11,869-98.9% | $9,503-98.6% | $11,252-98.8% |