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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 | $9,586 | $202,440-95.3% | $169,390-94.3% | $139,466-93.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.66% | 532.36%-514.7pp | 406.07%-388.4pp | 373.66%-356.0pp |
| Employer contribution / active EE | $995 | $4,693-78.8% | $4,013-75.2% | $4,754-79.1% |
| Participant deferral / active EE | $1,544 | $6,940-77.8% | $6,222-75.2% | $6,712-77.0% |
| Admin fee / account holder | $145 | $10,722-98.6% | $9,015-98.4% | $11,409-98.7% |