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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 | $7,606 | $183,592-95.9% | $155,574-95.1% | $145,877-94.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.67% | 61.37%-43.7pp | 64.87%-47.2pp | 551.28%-533.6pp |
| Employer contribution / active EE | $2,036 | $5,317-61.7% | $4,676-56.4% | $4,663-56.3% |
| Participant deferral / active EE | $2,491 | $6,466-61.5% | $5,629-55.8% | $6,691-62.8% |
| Admin fee / account holder | $76 | $19,316-99.6% | $15,914-99.5% | $13,402-99.4% |