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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 | $5,534 | $183,516-97.0% | $155,534-96.4% | $145,884-96.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.32% | 61.43%-44.1pp | 64.92%-47.6pp | 551.85%-534.5pp |
| Employer contribution / active EE | $2,188 | $5,315-58.8% | $4,675-53.2% | $4,662-53.1% |
| Participant deferral / active EE | $5,051 | $6,467-21.9% | $5,630-10.3% | $6,690-24.5% |
| Admin fee / account holder | $87 | $19,293-99.6% | $15,900-99.5% | $13,392-99.4% |