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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 | $16,234 | $78,670-79.4% | $109,173-85.1% | $85,847-81.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 35.59% | 25.09%+10.5pp | 25.75%+9.8pp | 318.61%-283.0pp |
| Employer contribution / active EE | $4,062 | $2,734+48.6% | $3,723+9.1% | $2,565+58.3% |
| Participant deferral / active EE | $2,709 | $3,467-21.9% | $4,654-41.8% | $3,952-31.4% |
| Admin fee / account holder | $71 | $5,469-98.7% | $6,755-99.0% | $6,261-98.9% |