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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 | $13,877 | $148,629-90.7% | $135,982-89.8% | $139,487-90.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.55% | 79.33%-43.8pp | 68.32%-32.8pp | 373.84%-338.3pp |
| Employer contribution / active EE | $1,496 | $5,247-71.5% | $4,859-69.2% | $4,755-68.5% |
| Participant deferral / active EE | $6,777 | $8,102-16.4% | $7,760-12.7% | $6,713+1.0% |
| Admin fee / account holder | $14 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |