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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 | $10,701 | $160,040-93.3% | $147,096-92.7% | $145,877-92.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.93% | 98.49%-81.6pp | 419.75%-402.8pp | 551.28%-534.4pp |
| Employer contribution / active EE | $1,239 | $5,289-76.6% | $4,936-74.9% | $4,663-73.4% |
| Participant deferral / active EE | $3,624 | $8,429-57.0% | $8,071-55.1% | $6,691-45.8% |
| Admin fee / account holder | $24 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |