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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 | $13,068 | $208,088-93.7% | $186,193-93.0% | $154,746-91.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 23.97% | 89.97%-66.0pp | 78.03%-54.1pp | 172.34%-148.4pp |
| Employer contribution / active EE | $4,368 | $4,340+0.6% | $3,918+11.5% | $4,379-0.3% |
| Participant deferral / active EE | $5,518 | $7,078-22.0% | $6,513-15.3% | $6,730-18.0% |
| Admin fee / account holder | $48 | $11,698-99.6% | $11,058-99.6% | $14,365-99.7% |