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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 | $12,443 | $183,592-93.2% | $155,574-92.0% | $145,877-91.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 66.39% | 61.37%+5.0pp | 64.87%+1.5pp | 551.28%-484.9pp |
| Employer contribution / active EE | $1,555 | $5,317-70.8% | $4,676-66.8% | $4,663-66.7% |
| Participant deferral / active EE | $7,044 | $6,466+8.9% | $5,629+25.1% | $6,691+5.3% |
| Admin fee / account holder | $8 | $19,316-100.0% | $15,914-99.9% | $13,402-99.9% |