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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 | $12,922 | $160,040-91.9% | $147,096-91.2% | $145,877-91.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.13% | 98.49%-87.4pp | 419.75%-408.6pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,047 | $5,289-80.2% | $4,936-78.8% | $4,663-77.5% |
| Participant deferral / active EE | $4,908 | $8,429-41.8% | $8,071-39.2% | $6,691-26.7% |
| Admin fee / account holder | $65 | $15,050-99.6% | $13,005-99.5% | $13,402-99.5% |