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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 | $13,999 | $185,905-92.5% | $170,057-91.8% | $139,487-90.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 54.47% | 60.56%-6.1pp | 53.42%+1.1pp | 373.84%-319.4pp |
| Employer contribution / active EE | $3,350 | $7,597-55.9% | $6,790-50.7% | $4,755-29.5% |
| Participant deferral / active EE | $7,038 | $11,627-39.5% | $10,411-32.4% | $6,713+4.8% |
| Admin fee / account holder | $23 | $15,397-99.9% | $12,826-99.8% | $11,407-99.8% |