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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 | $13,066 | $157,304-91.7% | $141,197-90.7% | $152,909-91.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 79.08% | 64.34%+14.7pp | 71.41%+7.7pp | 345.46%-266.4pp |
| Employer contribution / active EE | $2,993 | $5,263-43.1% | $4,736-36.8% | $4,764-37.2% |
| Participant deferral / active EE | $10,995 | $7,111+54.6% | $6,710+63.8% | $5,851+87.9% |
| Admin fee / account holder | $14 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |