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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 | $11,860 | $129,737-90.9% | $119,126-90.0% | $154,746-92.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 23.32% | 379.08%-355.8pp | 282.11%-258.8pp | 172.34%-149.0pp |
| Employer contribution / active EE | $2,110 | $4,375-51.8% | $4,034-47.7% | $4,379-51.8% |
| Participant deferral / active EE | $3,742 | $5,842-35.9% | $5,318-29.6% | $6,730-44.4% |
| Admin fee / account holder | $214 | $11,961-98.2% | $10,693-98.0% | $14,365-98.5% |