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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 | $13,013 | $129,737-90.0% | $119,126-89.1% | $154,746-91.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 25.55% | 379.08%-353.5pp | 282.11%-256.6pp | 172.34%-146.8pp |
| Employer contribution / active EE | $2,111 | $4,375-51.8% | $4,034-47.7% | $4,379-51.8% |
| Participant deferral / active EE | $2,129 | $5,842-63.6% | $5,318-60.0% | $6,730-68.4% |
| Admin fee / account holder | $145 | $11,961-98.8% | $10,693-98.6% | $14,365-99.0% |