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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 | $10,214 | $165,351-93.8% | $149,710-93.2% | $158,931-93.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.22% | 348.19%-324.0pp | 276.63%-252.4pp | 302.86%-278.6pp |
| Employer contribution / active EE | $2,769 | $5,103-45.7% | $4,645-40.4% | $4,761-41.9% |
| Participant deferral / active EE | $2,769 | $7,181-61.4% | $6,842-59.5% | $5,982-53.7% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,247-99.8% |