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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 | $13,913 | $183,627-92.4% | $155,602-91.1% | $145,978-90.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.63% | 61.32%-42.7pp | 64.81%-46.2pp | 550.52%-531.9pp |
| Employer contribution / active EE | $3,558 | $5,316-33.1% | $4,675-23.9% | $4,662-23.7% |
| Participant deferral / active EE | $5,479 | $6,466-15.3% | $5,629-2.7% | $6,690-18.1% |
| Admin fee / account holder | $54 | $19,327-99.7% | $15,923-99.7% | $13,400-99.6% |