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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 | $10,745 | $172,111-93.8% | $150,298-92.9% | $137,256-92.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.78% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,426 | $4,636-69.2% | $4,154-65.7% | $4,156-65.7% |
| Participant deferral / active EE | $2,858 | $6,166-53.6% | $5,453-47.6% | $6,407-55.4% |
| Admin fee / account holder | $247 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |