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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 | $9,769 | $202,440-95.2% | $169,390-94.2% | $139,466-93.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.87% | 532.36%-514.5pp | 406.07%-388.2pp | 373.66%-355.8pp |
| Employer contribution / active EE | $948 | $4,693-79.8% | $4,013-76.4% | $4,754-80.1% |
| Participant deferral / active EE | $1,450 | $6,940-79.1% | $6,222-76.7% | $6,712-78.4% |
| Admin fee / account holder | $64 | $10,722-99.4% | $9,015-99.3% | $11,409-99.4% |