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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 | $18,044 | $168,635-89.3% | $147,617-87.8% | $125,389-85.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.70% | 77.65%-77.0pp | 61.98%-61.3pp | 282.24%-281.5pp |
| Employer contribution / active EE | $2,768 | $6,252-55.7% | $5,564-50.2% | $4,866-43.1% |
| Participant deferral / active EE | $9,667 | $5,507+75.5% | $4,895+97.5% | $5,352+80.6% |
| Admin fee / account holder | $144 | $13,580-98.9% | $11,612-98.8% | $9,541-98.5% |