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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 | $12,440 | $215,361-94.2% | $171,082-92.7% | $273,970-95.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 77.15% | 25.14%+52.0pp | 32.56%+44.6pp | 41.46%+35.7pp |
| Employer contribution / active EE | $737 | $4,967-85.2% | $4,002-81.6% | $4,869-84.9% |
| Participant deferral / active EE | $6,489 | $5,543+17.1% | $4,797+35.3% | $5,287+22.7% |
| Admin fee / account holder | $43 | $10,846-99.6% | $8,520-99.5% | $10,132-99.6% |