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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 | $11,312 | $148,582-92.4% | $135,942-91.7% | $139,456-91.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.21% | 79.26%-53.0pp | 68.28%-42.1pp | 373.45%-347.2pp |
| Employer contribution / active EE | $3,900 | $5,245-25.6% | $4,858-19.7% | $4,753-17.9% |
| Participant deferral / active EE | $6,247 | $8,101-22.9% | $7,759-19.5% | $6,711-6.9% |
| Admin fee / account holder | $18 | $12,402-99.9% | $10,764-99.8% | $11,407-99.8% |