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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 | $13,634 | $180,459-92.4% | $154,108-91.2% | $135,380-89.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.04% | 888.21%-882.2pp | 735.21%-729.2pp | 519.81%-513.8pp |
| Employer contribution / active EE | $3,863 | $6,035-36.0% | $5,298-27.1% | $4,779-19.2% |
| Participant deferral / active EE | $6,824 | $5,806+17.5% | $5,081+34.3% | $5,609+21.7% |
| Admin fee / account holder | $115 | $16,145-99.3% | $13,411-99.1% | $10,828-98.9% |