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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 | $10,340 | $144,130-92.8% | $117,861-91.2% | $147,586-93.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.58% | 531.20%-510.6pp | 335.11%-314.5pp | 578.59%-558.0pp |
| Employer contribution / active EE | $1,025 | $4,897-79.1% | $3,786-72.9% | $4,876-79.0% |
| Participant deferral / active EE | $3,818 | $5,316-28.2% | $4,482-14.8% | $5,439-29.8% |
| Admin fee / account holder | $138 | $10,887-98.7% | $8,021-98.3% | $10,886-98.7% |