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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 | $9,194 | $148,582-93.8% | $135,942-93.2% | $139,456-93.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.52% | 79.26%-44.7pp | 68.28%-33.8pp | 373.45%-338.9pp |
| Employer contribution / active EE | $2,502 | $5,245-52.3% | $4,858-48.5% | $4,753-47.4% |
| Participant deferral / active EE | $5,455 | $8,101-32.7% | $7,759-29.7% | $6,711-18.7% |
| Admin fee / account holder | $11 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |