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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 | $10,251 | $134,817-92.4% | $123,973-91.7% | $155,188-93.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 9.24% | 515.49%-506.3pp | 388.13%-378.9pp | 148.84%-139.6pp |
| Employer contribution / active EE | $1,518 | $4,425-65.7% | $4,126-63.2% | $4,248-64.3% |
| Participant deferral / active EE | $2,070 | $5,706-63.7% | $5,247-60.5% | $6,531-68.3% |
| Admin fee / account holder | $123 | $13,245-99.1% | $11,799-99.0% | $14,480-99.2% |