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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 | $13,717 | $165,399-91.7% | $149,745-90.8% | $158,982-91.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.15% | 348.34%-336.2pp | 276.72%-264.6pp | 302.99%-290.8pp |
| Employer contribution / active EE | $3,054 | $5,105-40.2% | $4,646-34.3% | $4,763-35.9% |
| Participant deferral / active EE | $3,839 | $7,183-46.5% | $6,843-43.9% | $5,983-35.8% |
| Admin fee / account holder | $17 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |