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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 | $13,671 | $183,627-92.6% | $155,602-91.2% | $145,978-90.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.13% | 61.32%-47.2pp | 64.81%-50.7pp | 550.52%-536.4pp |
| Employer contribution / active EE | $2,154 | $5,316-59.5% | $4,675-53.9% | $4,662-53.8% |
| Participant deferral / active EE | $5,366 | $6,466-17.0% | $5,629-4.7% | $6,690-19.8% |
| Admin fee / account holder | $277 | $19,327-98.6% | $15,923-98.3% | $13,400-97.9% |