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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 | $15,183 | $183,539-91.7% | $155,556-90.2% | $145,897-89.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.18% | 61.31%-48.1pp | 64.84%-51.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $2,694 | $5,315-49.3% | $4,675-42.4% | $4,663-42.2% |
| Participant deferral / active EE | $6,841 | $6,467+5.8% | $5,631+21.5% | $6,689+2.3% |
| Admin fee / account holder | $15 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |