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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 | $9,706 | $198,461-95.1% | $170,436-94.3% | $147,585-93.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.56% | 257.30%-232.7pp | 205.94%-181.4pp | 578.57%-554.0pp |
| Employer contribution / active EE | $1,605 | $6,184-74.0% | $5,433-70.5% | $4,876-67.1% |
| Participant deferral / active EE | $5,822 | $5,629+3.4% | $4,939+17.9% | $5,439+7.0% |
| Admin fee / account holder | $117 | $16,852-99.3% | $13,880-99.2% | $10,885-98.9% |