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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 | $10,813 | $165,399-93.5% | $149,745-92.8% | $158,982-93.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.20% | 348.34%-315.1pp | 276.72%-243.5pp | 302.99%-269.8pp |
| Employer contribution / active EE | $3,575 | $5,105-30.0% | $4,646-23.0% | $4,763-24.9% |
| Participant deferral / active EE | $6,315 | $7,183-12.1% | $6,843-7.7% | $5,983+5.5% |
| Admin fee / account holder | $31 | $10,811-99.7% | $9,312-99.7% | $11,252-99.7% |