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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 | $9,754 | $112,935-91.4% | $90,970-89.3% | $158,966-93.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.97% | 215.79%-195.8pp | 134.58%-114.6pp | 302.95%-283.0pp |
| Employer contribution / active EE | $3,267 | $2,895+12.9% | $2,122+53.9% | $4,762-31.4% |
| Participant deferral / active EE | $4,930 | $4,129+19.4% | $3,373+46.1% | $5,983-17.6% |
| Admin fee / account holder | $18 | $8,045-99.8% | $5,960-99.7% | $11,250-99.8% |