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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 | $15,704 | $154,209-89.8% | $130,062-87.9% | $139,487-88.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 36.93% | 32.52%+4.4pp | -137.37%+174.3pp | 373.84%-336.9pp |
| Employer contribution / active EE | $2,557 | $5,292-51.7% | $4,322-40.8% | $4,755-46.2% |
| Participant deferral / active EE | $6,500 | $6,709-3.1% | $5,821+11.7% | $6,713-3.2% |
| Admin fee / account holder | $75 | $13,988-99.5% | $10,601-99.3% | $11,407-99.3% |