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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 | $13,376 | $217,432-93.8% | $185,849-92.8% | $167,536-92.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.77% | 148.42%-132.6pp | 122.10%-106.3pp | 478.82%-463.0pp |
| Employer contribution / active EE | $1,780 | $5,875-69.7% | $5,169-65.6% | $4,839-63.2% |
| Participant deferral / active EE | $4,453 | $6,357-30.0% | $5,569-20.0% | $6,342-29.8% |
| Admin fee / account holder | $298 | $19,818-98.5% | $16,244-98.2% | $12,315-97.6% |