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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 | $9,776 | $148,623-93.4% | $135,974-92.8% | $139,466-93.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.05% | 79.30%-57.2pp | 68.30%-46.3pp | 373.66%-351.6pp |
| Employer contribution / active EE | $2,372 | $5,246-54.8% | $4,859-51.2% | $4,754-50.1% |
| Participant deferral / active EE | $5,670 | $8,103-30.0% | $7,760-26.9% | $6,712-15.5% |
| Admin fee / account holder | $104 | $12,406-99.2% | $10,767-99.0% | $11,409-99.1% |