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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 | $15,236 | $148,629-89.7% | $135,982-88.8% | $139,487-89.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.17% | 79.33%-58.2pp | 68.32%-47.2pp | 373.84%-352.7pp |
| Employer contribution / active EE | $1,555 | $5,247-70.4% | $4,859-68.0% | $4,755-67.3% |
| Participant deferral / active EE | $2,613 | $8,102-67.8% | $7,760-66.3% | $6,713-61.1% |
| Admin fee / account holder | $111 | $12,406-99.1% | $10,767-99.0% | $11,407-99.0% |