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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 | $165,399-93.8% | $149,745-93.2% | $158,982-93.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.22% | 348.34%-324.1pp | 276.72%-252.5pp | 302.99%-278.8pp |
| Employer contribution / active EE | $2,769 | $5,105-45.8% | $4,646-40.4% | $4,763-41.9% |
| Participant deferral / active EE | $2,769 | $7,183-61.5% | $6,843-59.5% | $5,983-53.7% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |