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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 | $9,486 | $197,637-95.2% | $177,848-94.7% | $158,982-94.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.19% | 58.77%-32.6pp | 48.33%-22.1pp | 302.99%-276.8pp |
| Employer contribution / active EE | $2,934 | $6,698-56.2% | $5,919-50.4% | $4,763-38.4% |
| Participant deferral / active EE | $4,816 | $8,405-42.7% | $7,714-37.6% | $5,983-19.5% |
| Admin fee / account holder | $20 | $15,406-99.9% | $12,431-99.8% | $11,252-99.8% |