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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 | $9,564 | $148,623-93.6% | $135,974-93.0% | $139,466-93.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.25% | 79.30%-61.0pp | 68.30%-50.1pp | 373.66%-355.4pp |
| Employer contribution / active EE | $1,699 | $5,246-67.6% | $4,859-65.0% | $4,754-64.3% |
| Participant deferral / active EE | $4,274 | $8,103-47.3% | $7,760-44.9% | $6,712-36.3% |
| Admin fee / account holder | $55 | $12,406-99.6% | $10,767-99.5% | $11,409-99.5% |