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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 | $148,558-90.7% | $135,925-89.8% | $139,427-90.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.55% | 79.22%-43.7pp | 68.25%-32.7pp | 373.27%-337.7pp |
| Employer contribution / active EE | $1,496 | $5,244-71.5% | $4,857-69.2% | $4,752-68.5% |
| Participant deferral / active EE | $6,777 | $8,101-16.4% | $7,759-12.7% | $6,711+1.0% |
| Admin fee / account holder | $14 | $12,401-99.9% | $10,764-99.9% | $11,404-99.9% |