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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 | $202,460-95.2% | $169,385-94.2% | $139,456-93.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.87% | 532.07%-514.2pp | 405.82%-387.9pp | 373.45%-355.6pp |
| Employer contribution / active EE | $948 | $4,691-79.8% | $4,012-76.4% | $4,753-80.0% |
| Participant deferral / active EE | $1,450 | $6,938-79.1% | $6,221-76.7% | $6,711-78.4% |
| Admin fee / account holder | $64 | $10,719-99.4% | $9,011-99.3% | $11,407-99.4% |