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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 | $13,148 | $160,040-91.8% | $147,096-91.1% | $145,877-91.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.84% | 98.49%-86.7pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,888 | $5,289-64.3% | $4,936-61.7% | $4,663-59.5% |
| Participant deferral / active EE | $10,963 | $8,429+30.1% | $8,071+35.8% | $6,691+63.9% |
| Admin fee / account holder | $27 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |