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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 | $12,163 | $183,539-93.4% | $155,556-92.2% | $145,897-91.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.13% | 61.31%-44.2pp | 64.84%-47.7pp | 552.29%-535.2pp |
| Employer contribution / active EE | $1,336 | $5,315-74.9% | $4,675-71.4% | $4,663-71.3% |
| Participant deferral / active EE | $2,671 | $6,467-58.7% | $5,631-52.6% | $6,689-60.1% |
| Admin fee / account holder | $14 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |