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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 | $11,719 | $183,592-93.6% | $155,574-92.5% | $145,877-92.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.11% | 61.37%-39.3pp | 64.87%-42.8pp | 551.28%-529.2pp |
| Employer contribution / active EE | $1,049 | $5,317-80.3% | $4,676-77.6% | $4,663-77.5% |
| Participant deferral / active EE | $4,489 | $6,466-30.6% | $5,629-20.3% | $6,691-32.9% |
| Admin fee / account holder | $14 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |