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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 | $9,887 | $227,633-95.7% | $189,597-94.8% | $167,553-94.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.38% | 78.45%-58.1pp | 64.20%-43.8pp | 478.89%-458.5pp |
| Employer contribution / active EE | $2,101 | $5,317-60.5% | $4,412-52.4% | $4,840-56.6% |
| Participant deferral / active EE | $2,609 | $7,003-62.8% | $6,174-57.7% | $6,343-58.9% |
| Admin fee / account holder | $106 | $11,879-99.1% | $9,807-98.9% | $12,316-99.1% |