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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 | $148,558-91.2% | $135,925-90.4% | $139,427-90.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.44% | 79.22%-61.8pp | 68.25%-50.8pp | 373.27%-355.8pp |
| Employer contribution / active EE | $2,454 | $5,244-53.2% | $4,857-49.5% | $4,752-48.3% |
| Participant deferral / active EE | $6,458 | $8,101-20.3% | $7,759-16.8% | $6,711-3.8% |
| Admin fee / account holder | $11 | $12,401-99.9% | $10,764-99.9% | $11,404-99.9% |