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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 | $14,018 | $115,911-87.9% | $100,530-86.1% | $158,950-91.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 63.72% | 34.80%+28.9pp | 30.89%+32.8pp | 302.91%-239.2pp |
| Employer contribution / active EE | $4,167 | $4,104+1.5% | $3,418+21.9% | $4,762-12.5% |
| Participant deferral / active EE | $4,933 | $6,676-26.1% | $6,271-21.3% | $5,983-17.5% |
| Admin fee / account holder | $123 | $10,999-98.9% | $8,083-98.5% | $11,248-98.9% |