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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 | $11,037 | $99,652-88.9% | $78,778-86.0% | $147,586-92.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 24.94% | 47.28%-22.3pp | 35.62%-10.7pp | 578.59%-553.7pp |
| Employer contribution / active EE | $2,356 | $2,796-15.7% | $1,986+18.7% | $4,876-51.7% |
| Participant deferral / active EE | $3,245 | $3,664-11.4% | $2,958+9.7% | $5,439-40.3% |
| Admin fee / account holder | $39 | $7,155-99.5% | $5,134-99.2% | $10,886-99.6% |