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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 | $9,691 | $198,470-95.1% | $170,444-94.3% | $147,585-93.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 32.67% | 257.30%-224.6pp | 205.94%-173.3pp | 578.56%-545.9pp |
| Employer contribution / active EE | $2,106 | $6,184-65.9% | $5,433-61.2% | $4,876-56.8% |
| Participant deferral / active EE | $3,825 | $5,629-32.1% | $4,939-22.6% | $5,439-29.7% |
| Admin fee / account holder | $94 | $16,852-99.4% | $13,881-99.3% | $10,885-99.1% |