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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 | $10,159 | $148,623-93.2% | $135,974-92.5% | $139,466-92.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.77% | 79.30%-58.5pp | 68.30%-47.5pp | 373.66%-352.9pp |
| Employer contribution / active EE | $1,818 | $5,246-65.3% | $4,859-62.6% | $4,754-61.8% |
| Participant deferral / active EE | $2,896 | $8,103-64.3% | $7,760-62.7% | $6,712-56.9% |
| Admin fee / account holder | $263 | $12,406-97.9% | $10,767-97.6% | $11,409-97.7% |