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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 | $11,367 | $108,922-89.6% | $100,398-88.7% | $145,978-92.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 25.26% | 58.04%-32.8pp | 49.32%-24.1pp | 550.52%-525.3pp |
| Employer contribution / active EE | $5,687 | $4,426+28.5% | $3,946+44.1% | $4,662+22.0% |
| Participant deferral / active EE | $5,687 | $8,450-32.7% | $8,084-29.7% | $6,690-15.0% |
| Admin fee / account holder | $268 | $9,680-97.2% | $7,893-96.6% | $13,400-98.0% |