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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 | $10,876 | $148,623-92.7% | $135,974-92.0% | $139,466-92.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.25% | 79.30%-56.0pp | 68.30%-45.1pp | 373.66%-350.4pp |
| Employer contribution / active EE | $1,392 | $5,246-73.5% | $4,859-71.4% | $4,754-70.7% |
| Participant deferral / active EE | $3,225 | $8,103-60.2% | $7,760-58.4% | $6,712-52.0% |
| Admin fee / account holder | $42 | $12,406-99.7% | $10,767-99.6% | $11,409-99.6% |