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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 | $9,879 | $134,817-92.7% | $123,973-92.0% | $155,188-93.6% |
| Participation rate | 91.7% | 79.4%+12.3pp | 76.7%+15.0pp | 80.8%+10.9pp |
| Annual return | 10.50% | 515.49%-505.0pp | 388.13%-377.6pp | 148.84%-138.3pp |
| Employer contribution / active EE | $1,039 | $4,425-76.5% | $4,126-74.8% | $4,248-75.5% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |