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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 | $13,744 | $183,592-92.5% | $155,574-91.2% | $145,877-90.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.70% | 61.37%-43.7pp | 64.87%-47.2pp | 551.28%-533.6pp |
| Employer contribution / active EE | $4,728 | $5,317-11.1% | $4,676+1.1% | $4,663+1.4% |
| Participant deferral / active EE | $4,728 | $6,466-26.9% | $5,629-16.0% | $6,691-29.3% |
| Admin fee / account holder | $127 | $19,316-99.3% | $15,914-99.2% | $13,402-99.1% |