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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 | $11,158 | $185,883-94.0% | $170,043-93.4% | $139,466-92.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 34.54% | 60.54%-26.0pp | 53.40%-18.9pp | 373.66%-339.1pp |
| Employer contribution / active EE | $2,310 | $7,596-69.6% | $6,790-66.0% | $4,754-51.4% |
| Participant deferral / active EE | $4,972 | $11,626-57.2% | $10,410-52.2% | $6,712-25.9% |
| Admin fee / account holder | $31 | $15,393-99.8% | $12,824-99.8% | $11,409-99.7% |