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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 | $8,510 | $165,381-94.9% | $149,730-94.3% | $158,966-94.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 33.63% | 348.29%-314.7pp | 276.70%-243.1pp | 302.95%-269.3pp |
| Employer contribution / active EE | $1,430 | $5,104-72.0% | $4,645-69.2% | $4,762-70.0% |
| Participant deferral / active EE | $3,900 | $7,182-45.7% | $6,843-43.0% | $5,983-34.8% |
| Admin fee / account holder | $32 | $10,809-99.7% | $9,310-99.7% | $11,250-99.7% |