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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 | $10,905 | $162,821-93.3% | $133,978-91.9% | $158,982-93.1% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 61.50% | 41.95%+19.6pp | 45.10%+16.4pp | 302.99%-241.5pp |
| Employer contribution / active EE | $2,438 | $4,976-51.0% | $3,919-37.8% | $4,763-48.8% |
| Participant deferral / active EE | $3,258 | $5,910-44.9% | $5,047-35.5% | $5,983-45.6% |
| Admin fee / account holder | $38 | $11,742-99.7% | $8,930-99.6% | $11,252-99.7% |