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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 | $12,035 | $155,555-92.3% | $146,866-91.8% | $155,188-92.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 65.85% | 115.41%-49.6pp | 102.85%-37.0pp | 148.84%-83.0pp |
| Employer contribution / active EE | $783 | $4,647-83.1% | $4,425-82.3% | $4,248-81.6% |
| Participant deferral / active EE | $8,304 | $8,044+3.2% | $7,759+7.0% | $6,531+27.1% |
| Admin fee / account holder | $26 | $14,755-99.8% | $13,620-99.8% | $14,480-99.8% |