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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 | $13,149 | $132,634-90.1% | $115,768-88.6% | $137,256-90.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 19.94% | 160.70%-140.8pp | 100.46%-80.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,863 | $3,360-44.6% | $2,940-36.6% | $4,156-55.2% |
| Participant deferral / active EE | $2,024 | $5,619-64.0% | $4,917-58.8% | $6,407-68.4% |
| Admin fee / account holder | $68 | $15,028-99.6% | $12,439-99.5% | $12,270-99.4% |