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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 | $11,394 | $183,592-93.8% | $155,574-92.7% | $145,877-92.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.03% | 61.37%-45.3pp | 64.87%-48.8pp | 551.28%-535.2pp |
| Employer contribution / active EE | $1,890 | $5,317-64.4% | $4,676-59.6% | $4,663-59.5% |
| Participant deferral / active EE | $2,336 | $6,466-63.9% | $5,629-58.5% | $6,691-65.1% |
| Admin fee / account holder | $21 | $19,316-99.9% | $15,914-99.9% | $13,402-99.8% |