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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 | $13,496 | $208,088-93.5% | $186,193-92.8% | $154,746-91.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 25.79% | 89.97%-64.2pp | 78.03%-52.2pp | 172.34%-146.5pp |
| Employer contribution / active EE | $2,938 | $4,340-32.3% | $3,918-25.0% | $4,379-32.9% |
| Participant deferral / active EE | $4,518 | $7,078-36.2% | $6,513-30.6% | $6,730-32.9% |
| Admin fee / account holder | $176 | $11,698-98.5% | $11,058-98.4% | $14,365-98.8% |