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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 | $10,579 | $165,399-93.6% | $149,745-92.9% | $158,982-93.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.94% | 348.34%-325.4pp | 276.72%-253.8pp | 302.99%-280.0pp |
| Employer contribution / active EE | $3,211 | $5,105-37.1% | $4,646-30.9% | $4,763-32.6% |
| Participant deferral / active EE | $2,886 | $7,183-59.8% | $6,843-57.8% | $5,983-51.8% |
| Admin fee / account holder | $38 | $10,811-99.6% | $9,312-99.6% | $11,252-99.7% |