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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 | $13,044 | $148,629-91.2% | $135,982-90.4% | $139,487-90.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.44% | 79.33%-61.9pp | 68.32%-50.9pp | 373.84%-356.4pp |
| Employer contribution / active EE | $2,454 | $5,247-53.2% | $4,859-49.5% | $4,755-48.4% |
| Participant deferral / active EE | $6,458 | $8,102-20.3% | $7,760-16.8% | $6,713-3.8% |
| Admin fee / account holder | $11 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |