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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 | $12,426 | $183,516-93.2% | $155,534-92.0% | $145,884-91.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.51% | 61.43%-46.9pp | 64.92%-50.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,512 | $5,315-52.7% | $4,675-46.3% | $4,662-46.1% |
| Participant deferral / active EE | $2,944 | $6,467-54.5% | $5,630-47.7% | $6,690-56.0% |
| Admin fee / account holder | $46 | $19,293-99.8% | $15,900-99.7% | $13,392-99.7% |