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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 | $10,705 | $121,677-91.2% | $104,625-89.8% | $158,966-93.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.76% | 465.58%-454.8pp | 340.60%-329.8pp | 302.95%-292.2pp |
| Employer contribution / active EE | $3,026 | $3,165-4.4% | $2,681+12.9% | $4,762-36.5% |
| Participant deferral / active EE | $3,653 | $4,175-12.5% | $3,738-2.3% | $5,983-39.0% |
| Admin fee / account holder | $30 | $7,777-99.6% | $6,465-99.5% | $11,250-99.7% |