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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 | $8,176 | $148,623-94.5% | $135,974-94.0% | $139,466-94.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.68% | 79.30%-51.6pp | 68.30%-40.6pp | 373.66%-346.0pp |
| Employer contribution / active EE | $1,560 | $5,246-70.3% | $4,859-67.9% | $4,754-67.2% |
| Participant deferral / active EE | $3,120 | $8,103-61.5% | $7,760-59.8% | $6,712-53.5% |
| Admin fee / account holder | $24 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |