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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 | $24,917 | $168,635-85.2% | $147,617-83.1% | $125,389-80.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.11% | 77.65%-76.5pp | 61.98%-60.9pp | 282.24%-281.1pp |
| Employer contribution / active EE | $2,324 | $6,252-62.8% | $5,564-58.2% | $4,866-52.2% |
| Participant deferral / active EE | $2,497 | $5,507-54.7% | $4,895-49.0% | $5,352-53.3% |
| Admin fee / account holder | $24 | $13,580-99.8% | $11,612-99.8% | $9,541-99.8% |