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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 | $13,168 | $183,539-92.8% | $155,556-91.5% | $145,897-91.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.01% | 61.31%-46.3pp | 64.84%-49.8pp | 552.29%-537.3pp |
| Employer contribution / active EE | $1,132 | $5,315-78.7% | $4,675-75.8% | $4,663-75.7% |
| Participant deferral / active EE | $2,928 | $6,467-54.7% | $5,631-48.0% | $6,689-56.2% |
| Admin fee / account holder | $18 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |