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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 | $10,296 | $217,432-95.3% | $185,849-94.5% | $167,536-93.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.02% | 148.42%-124.4pp | 122.10%-98.1pp | 478.82%-454.8pp |
| Employer contribution / active EE | $3,937 | $5,875-33.0% | $5,169-23.8% | $4,839-18.6% |
| Participant deferral / active EE | $2,987 | $6,357-53.0% | $5,569-46.4% | $6,342-52.9% |
| Admin fee / account holder | $147 | $19,818-99.3% | $16,244-99.1% | $12,315-98.8% |