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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 | $9,892 | $168,635-94.1% | $147,617-93.3% | $125,389-92.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.21% | 77.65%-75.4pp | 61.98%-59.8pp | 282.24%-280.0pp |
| Employer contribution / active EE | $1,292 | $6,252-79.3% | $5,564-76.8% | $4,866-73.5% |
| Participant deferral / active EE | $3,884 | $5,507-29.5% | $4,895-20.7% | $5,352-27.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |