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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 | $9,528 | $93,346-89.8% | $71,796-86.7% | $273,972-96.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 29.94% | 130.39%-100.4pp | 78.04%-48.1pp | 41.46%-11.5pp |
| Employer contribution / active EE | $4,009 | $2,733+46.7% | $1,924+108.3% | $4,869-17.7% |
| Participant deferral / active EE | $4,684 | $3,475+34.8% | $2,794+67.6% | $5,287-11.4% |
| Admin fee / account holder | $101 | $6,571-98.5% | $4,815-97.9% | $10,133-99.0% |