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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 | $15,595 | $148,623-89.5% | $135,974-88.5% | $139,466-88.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.67% | 79.30%-53.6pp | 68.30%-42.6pp | 373.66%-348.0pp |
| Employer contribution / active EE | $1,736 | $5,246-66.9% | $4,859-64.3% | $4,754-63.5% |
| Participant deferral / active EE | $7,435 | $8,103-8.2% | $7,760-4.2% | $6,712+10.8% |
| Admin fee / account holder | $41 | $12,406-99.7% | $10,767-99.6% | $11,409-99.6% |