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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 | $6,629 | $134,817-95.1% | $123,973-94.7% | $155,188-95.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 30.57% | 515.49%-484.9pp | 388.13%-357.6pp | 148.84%-118.3pp |
| Employer contribution / active EE | $1,049 | $4,425-76.3% | $4,126-74.6% | $4,248-75.3% |
| Participant deferral / active EE | $1,961 | $5,706-65.6% | $5,247-62.6% | $6,531-70.0% |
| Admin fee / account holder | $11 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |