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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 | $9,369 | $202,463-95.4% | $169,397-94.5% | $139,487-93.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 22.90% | 532.64%-509.7pp | 406.23%-383.3pp | 373.84%-350.9pp |
| Employer contribution / active EE | $2,575 | $4,694-45.1% | $4,013-35.8% | $4,755-45.8% |
| Participant deferral / active EE | $2,283 | $6,941-67.1% | $6,223-63.3% | $6,713-66.0% |
| Admin fee / account holder | $126 | $10,726-98.8% | $9,017-98.6% | $11,407-98.9% |