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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 | $10,951 | $148,582-92.6% | $135,942-91.9% | $139,456-92.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.63% | 79.26%-47.6pp | 68.28%-36.7pp | 373.45%-341.8pp |
| Employer contribution / active EE | $2,251 | $5,245-57.1% | $4,858-53.7% | $4,753-52.6% |
| Participant deferral / active EE | $5,316 | $8,101-34.4% | $7,759-31.5% | $6,711-20.8% |
| Admin fee / account holder | $11 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |