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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 | $12,741 | $100,901-87.4% | $75,501-83.1% | $147,586-91.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 22.29% | 35.78%-13.5pp | 27.35%-5.1pp | 578.59%-556.3pp |
| Employer contribution / active EE | $7,396 | $3,253+127.3% | $2,352+214.5% | $4,876+51.7% |
| Participant deferral / active EE | $4,845 | $4,027+20.3% | $3,142+54.2% | $5,439-10.9% |
| Admin fee / account holder | $47 | $11,285-99.6% | $5,801-99.2% | $10,886-99.6% |