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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 | $7,842 | $183,592-95.7% | $155,574-95.0% | $145,877-94.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.25% | 61.37%-51.1pp | 64.87%-54.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,550 | $5,317-70.9% | $4,676-66.9% | $4,663-66.8% |
| Participant deferral / active EE | $5,157 | $6,466-20.2% | $5,629-8.4% | $6,691-22.9% |
| Admin fee / account holder | $141 | $19,316-99.3% | $15,914-99.1% | $13,402-98.9% |