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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 | $8,383 | $217,432-96.1% | $185,851-95.5% | $167,553-95.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.70% | 148.43%-135.7pp | 122.11%-109.4pp | 478.89%-466.2pp |
| Employer contribution / active EE | $4,304 | $5,874-26.7% | $5,168-16.7% | $4,840-11.1% |
| Participant deferral / active EE | $2,867 | $6,357-54.9% | $5,569-48.5% | $6,343-54.8% |
| Admin fee / account holder | $33 | $19,820-99.8% | $16,245-99.8% | $12,316-99.7% |